Northwest Quadrant Wealth Management

Northwest Quadrant Wealth Management (CRD# 158455) is a financial advisory firm headquartered in Bend, OR. They manage $364,383,968 in 1,753 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    364
    MILLION
  • Total Number of Accounts
    1,753
    ACCOUNTS
  • Average Account Value
    $207,863
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, ID, NH, OR, TX, WA

Financial Advisors at Northwest Quadrant Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Jerry W. Boyce
CRD#: 4496254
1057 High Street, Eugene, OR 97401

Jerry Boyce (CRD# 4496254) is an Investment Advisor Representative working at Northwest Quadrant Wealth Management in Eugene, OR and has over 19 years of experience in the finance industry.

2
Robert J. Fenili
CRD#: 6394941
650 Sw Bond St., Suite 250, Bend, OR 97702

Robert Fenili (CRD# 6394941) is an Investment Advisor Representative working at Northwest Quadrant Wealth Management in Bend, OR and has over 6 years of experience in the finance industry.

3
Arnold T. Reinhart
CRD#: 4749859
650 Sw Bond St., Suite 250, Bend, OR 97702

Arnold Reinhart (CRD# 4749859) is an Investment Advisor Representative working at Northwest Quadrant Wealth Management in Bend, OR and has over 17 years of experience in the finance industry.

4
Tyler C. Simones
CRD#: 4088925
650 Sw Bond St., Suite 250, Bend, OR 97702

Tyler Simones (CRD# 4088925) is an Investment Advisor Representative working at Northwest Quadrant Wealth Management in Bend, OR and has over 14 years of experience in the finance industry.

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