Northwest Asset Management

Northwest Asset Management (CRD# 147923) is a financial advisory firm headquartered in Mercer Island, WA. They manage $3,232,723,892 in 8,139 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,233
    MILLION
  • Total Number of Accounts
    8,139
    ACCOUNTS
  • Average Account Value
    $397,189
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Northwest Asset Management
Showing 1 - 10 of 53 top financial advisors.
1
Damian S. Aldridge
CRD#: 6837424
700 Louisiana Street, 48th Floor, Houston, TX 77002

Damian Aldridge (CRD# 6837424) is an Investment Advisor Representative working at Northwest Asset Management in Houston, TX and has over 4 years of experience in the finance industry. Damian Aldridge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jo S. Aldridge
CRD#: 4339629
700 Louisiana St., 48th Floor, Houston, TX 77002

Jo Aldridge (CRD# 4339629) is an Investment Advisor Representative working at Northwest Asset Management in Houston, TX and has over 20 years of experience in the finance industry.

3
Noura M. Alsheikh
CRD#: 4917381
2835 82nd Avenue Se, Ste 300, Mercer Island, WA 98040

Noura Alsheikh (CRD# 4917381) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 17 years of experience in the finance industry.

4
Marty M. Bender
CRD#: 2891230
Gilbert, AZ

Marty Bender (CRD# 2891230) is an Investment Advisor Representative working at Northwest Asset Management in Gilbert, AZ and has over 24 years of experience in the finance industry. Marty Bender has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Geoffrey C. Burke
CRD#: 2510257
Hood River, OR

Geoffrey Burke (CRD# 2510257) is an Investment Advisor Representative working at Northwest Asset Management in Hood River, OR and has over 27 years of experience in the finance industry.

6
James A. Burton
CRD#: 2201399
2835 82nd Avenue Se, Ste 300, Mercer Island, WA 98040

James Burton (CRD# 2201399) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 30 years of experience in the finance industry. James Burton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Maria L. Callaghan
CRD#: 5829888
Manchester, NH

Maria Callaghan (CRD# 5829888) is an Investment Advisor Representative working at Northwest Asset Management in Manchester, NH and has over 11 years of experience in the finance industry. Maria Callaghan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Brett R. Carlson
CRD#: 2788353
2835 82nd Avenue Se, Ste 300, Mercer Island, WA 98040

Brett Carlson (CRD# 2788353) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 25 years of experience in the finance industry.

9
Candida M. Casey
CRD#: 1556080
Chicago, IL

Candida Casey (CRD# 1556080) is an Investment Advisor Representative working at Northwest Asset Management in Chicago, IL and has over 35 years of experience in the finance industry.

10
Loren I. Deshon
CRD#: 730531
2835 82nd Avenue Se, Ste 300, Mercer Island, WA 98040

Loren Deshon (CRD# 730531) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 40 years of experience in the finance industry.

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