Northwest Bank & Trust Company is a large advisory firm based in Davenport. It manages $105.3 million of regulatory assets for 338 client accounts. It has been registered with the SEC as an adviser since 2001.
Northwest Bank & Trust Company provides 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.
The assets under management (AUM) of Northwest Bank & Trust Company is $105.3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Northwest Bank & Trust Company for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Bobbie Joe Slavens has been acting as President since 1 Apr 1998. Judi Lee Jenaman joined the executive team most recently as the Chief Compliance Officer.
The principal office where Northwest Bank & Trust Company performs its advisory services is located at 100 East Kimberly Road, Davenport, IA 52806, which is also the mailing address of the firm. An additional office of the firm is in Bettendorf, IA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 563-388-2511 or by fax 563-388-2664. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.northwestbank.com.