Northwest Quadrant Wealth Management

Northwest Quadrant Wealth Management (CRD# 158455) is a financial advisory firm headquartered in Bend, OR. They manage $453,904,808 in 1,767 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
650 Sw Bond St., Suite 250, Bend, OR 97702
https://www.spreaker.com/cms/shows/1118256/dashboard?filter=network
By the Numbers
  • Total Assets Under Management
    454
    MILLION
  • Total Number of Accounts
    1,767
    ACCOUNTS
  • Average Account Value
    $256,879
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Northwest Quadrant Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Robert Fenili, financial advisor Bend OR
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 9 years of experience in the finance industry.

2
Arnold Reinhart, financial advisor Bend OR
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 20 years of experience in the finance industry.

3
Tyler Simones, financial advisor Bend OR
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 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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