Robert
Fenili

Northwest Quadrant Wealth Management

CRD#6394941
Investment Advisor
in Bend, OR

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About this Advisor

Robert Fenili is a financial advisor operating in Bend, Oregon with 9 years of relevant experience. Fenili is currently employed by Northwest Quadrant Wealth Management. During their career, Fenili has held roles at Educational Development Associates, Satellite Specialized Transportation, Northwest Quadrant LLC(Dba:Northwest Quadrant Wealth Management) and Lpl Financial LLC. Fenili has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Oregon. Northwest Quadrant Wealth Management is a registered investment firm based in Bend, OR. It has a total of six financial advisors. It has $392 million in total assets among its 1,767 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 1,767 client accounts, 30% are held by high-net-worth investors who have greater than $1 million in assets. Northwest Quadrant Wealth Management offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and publication of newsletters. Financial management fees usually vary depending on which services the firm provides the client. Fee types billed by Northwest Quadrant Wealth Management most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

650 Sw Bond St. Suite 250
Bend, OR 97702

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Northwest Quadrant Wealth Management Brokerage Details

Total Assets Under Management

$391,987,288

OR Average: $1,120,203,312
Total Number of Employees

6

OR Average: 50
Total Number of Accounts

1,767

OR Average: 1,309
Average Account Size

$221,838

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters

Robert Fenili Work History

Robert has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Northwest Quadrant LLC(Dba:Northwest Quadrant Wealth Management)

2014 - 2014 (< 1 year)

Satellite Specialized Transportation

2014 - 2022 (8 years)

Lpl Financial LLC

2012 - 2013 (1 year)

Educational Development Associates

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Fenili to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Northwest Quadrant Wealth Management

Robert Fenili
Bend, OR
Tyler Simones
Bend, OR
Arnold Reinhart
Bend, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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