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Managing Member · Northwest Quadrant Wealth Management

Robert J. Fenili

CRD 6394941 · Named on Form ADV at one SEC-registered adviser

At a glance

Northwest Quadrant Wealth Management, an SEC-registered wealth manager based in Bend, OR with $580 million in regulatory assets, lists Robert J. Fenili on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Tyler C. SimonesManaging Member and Chief Compliance Officer, Northwest Quadrant Wealth Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.