Northwest Asset Management
Northwest Asset Management (CRD# 147923) is a financial advisory firm headquartered in Mercer Island, WA. They manage $3,027,418,741 in 8,627 accounts and serve the financial needs of clients across 39 states (or territories).
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Total Assets Under Management3,027MILLION
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Total Number of Accounts8,627ACCOUNTS
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Average Account Value$350,924
- 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 6 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 22 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 18 years of experience in the finance industry.
Martin Bender (CRD# 2891230) is an Investment Advisor Representative working at Northwest Asset Management in Gilbert, AZ and has over 26 years of experience in the finance industry. Martin 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 Mercer Island, WA and has over 28 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 32 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 12 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 27 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 37 years of experience in the finance industry.
Austin Cunningham (CRD# 6388609) is an Investment Advisor Representative working at Northwest Asset Management in Atascadero, CA and has over 9 years of experience in the finance industry. Austin Cunningham 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.