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Northwest Quadrant Advisory Group LLC (Parsippany)


Northwest Quadrant Advisory Group LLC is a pension cosultant based in Parsippany. It manages $22.09 million of regulatory assets for 127 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois, Indiana, New Jersey, and Texas.




Northwest Quadrant Advisory Group provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Northwest Quadrant Advisory Group: assets under management

The assets under management (AUM) of Northwest Quadrant Advisory Group LLC is $22.09 million. The firm's AUM has grown by 87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12.43 million in discretionary accounts and $9.67 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $117.22 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $460.26 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Northwest Quadrant Advisory Group LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Parsippany

The principal office where Northwest Quadrant Advisory Group LLC performs its advisory services is located at 2001 Route 46 Ste 506, Parsippany, NJ 07054, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 973-394-0404 or by fax 973-394-0625. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.


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