Northwest Quadrant Wealth Management

Northwest Quadrant Wealth Management (CRD# 158455) is a financial advisory firm headquartered in Bend, OR. They manage $263,400,000 in 980 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    263
    MILLION
  • Total Number of Accounts
    980
    ACCOUNTS
  • Average Account Value
    $268,776
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, LA, NH, NV, OR, TX, WA

Financial Advisors at Northwest Quadrant Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Arnold T. Reinhart
CRD#: 4749859
63088 Ne 18th Street, Suite 190, Bend, OR 97701
96
Wealthminder
score

Arnold Reinhart (CRD# 4749859) 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.

2
Tyler C. Simones
CRD#: 4088925
63088 Ne 18th Street, Suite 190, Bend, OR 97701
93
Wealthminder
score

Tyler Simones (CRD# 4088925) is an Investment Advisor Representative working at Northwest Quadrant Wealth Management in Bend, OR and has over 10 years of experience in the finance industry.

3
Robert J. Fenili
CRD#: 6394941
63088 Ne 18th Street, Suite 190, Bend, OR 97701
90
Wealthminder
score

Robert Fenili (CRD# 6394941) is an Investment Advisor Representative working at Northwest Quadrant Wealth Management in Bend, OR and has over 3 years of experience in the finance industry.

4
Sarah E. Morris
CRD#: 5862669
63088 Ne 18th Street, Suite 190, Bend, OR 97701
88
Wealthminder
score

Sarah Morris (CRD# 5862669) is an Investment Advisor Representative working at Northwest Quadrant Wealth Management in Bend, OR and has 1 year of experience in the finance industry.

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