Northwest Asset Management
Northwest Asset Management (CRD# 147923) is a financial advisory firm headquartered in Mercer Island, WA. They manage $3,271,377,063 in 8,878 accounts and serve the financial needs of clients across 39 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management3,271MILLION
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Total Number of Accounts8,878ACCOUNTS
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Average Account Value$368,481
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
- Other
Types of Clients
Registered States
Registered Investment Advisor
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
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