DIRECTORY OF REGISTERED ADVISORS
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NORTHWEST QUADRANT WEALTH MANAGEMENT
Tel: 541-388-9888
650 Sw Bond St. Suite 250
Bend, Oregon 97702
NORTHWEST QUADRANT WEALTH MANAGEMENT
NORTHWEST QUADRANT WEALTH MANAGEMENT is a Bend, Oregon based financial advisory firm with nearly $533,960,987 in assets under management and provides investment advisory services for 1741 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Publication of periodicals and newsletters
Fee Structure:
A percentage of AUM
Firm CRD#:
158455
SEC#:
801-72636
No. of Clients:
1741
Assets under Management
$533,960,987
No. of Advisors:
6
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