Northwest Bank & Trust Company (Davenport)

Name: Northwest Bank & Trust Company
Address: 100 East Kimberly Road, Davenport, IA, 52806
Telephone: 563-388-2511

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.

Northwest Bank & Trust Company: assets under management

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 firm manages $105.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $311.54 thousand each.

Fees & Commissions

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. 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.

Careers at Northwest Bank & Trust Company

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bobbie Joe Slavens	Chairman/ceo/director/shareholder of northwest investment corp.	1 Apr 1998	Other	4364585
Joe Blaine Slavens	President/director/shareholder of northwest investment corp	1 Apr 1998	Other	4364599
James Gerald Deboeuf	Chief operating officer/cashier	1 Apr 1998	Other	4364602
Margo Ann Hancock	Vice president/senior trust officer	1 Apr 1998	Other	4364606
Philip Arthur Schumacher	General auditor/compliance officer	1 Apr 1998	Other	4364607
Judith Lynn Duitsman	Assistant vice president/trust officer	1 Apr 1998	Other	1450005
Patricia Dana Cepican	Director	1 Apr 1998	Other	4364618
Paul Carrolton Cunnick	Director	1 Apr 1998	Other	4364626
Richard Gene Geifman	Director	1 Apr 1998	Other	4364632
Richard Hugo Schmidt	Director	1 Apr 1998	Other	4364636
Roger Alvin Leese	Director	1 Apr 1998	Other	1246108
Northwest Bank Holding Company	Holding company	1 Apr 1998	75% - 100%	42-0884555
Northwest Bank & Trust Company Employee Stock Ownership Plan	Esop	1 Apr 1998	Other	42-0442354
John Martin Crowe	Vice president/senior loan officer	1 Oct 1999	Other	4364612
Karen Ann Goodall	Vice president & sr. trust officer	1 Jan 2003	Other	3055154
Northwest Investment Corp.	Investment corp	1 Oct 2003	75% - 100%	42-1469514
William E Jackson	Director	1 Mar 2004	Other	4931229
Daniel P Ellard	Director	1 Jan 2005	Other	4931231
Kelli R Grubbs	Director	1 Feb 2005	Other	4931225
Judi Lee Jenaman	Chief compliance officer	1 Nov 2005	Other	5108005

Based in Davenport

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.