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).
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Total Assets Under Management3,233MILLION
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Total Number of Accounts8,139ACCOUNTS
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Average Account Value$397,189
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.