NORTHWEST ASSET MANAGEMENT

RIASEC RegisteredEst. 2008

Total AUM

$4.1B

Discretionary

$2.9B

71% of AUM

Avg account

$455K

Accounts

9,090

Employees

Advisory reps

Firm details

Headquarters: MERCER ISLAND, Washington
CRD number: 147923
Registered since: August 20, 2008
Website: www.nwasset.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI75.95%
Individuals22.37%
Corporations / Businesses1.13%
Other0.55%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Northwest Asset Management is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2008. The firm serves individuals and families as well as institutional clients, offering a mix of financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational workshops. It also operates as an insurance broker and maintains relationships with trust companies, accountants, insurance carriers, pension consultants, and real estate brokers to support client needs. The firm charges fees on a percentage-of-AUM basis and supplements that with hourly and fixed-fee engagements for certain services. Northwest Asset Management is not classified as a capital allocator and does not report being active on ESG investing. The firm appeared on industry lists in 2020, including the Financial Times’ Top 300 RIA Firms and a Top RIA Firms list published by Financial Advisor magazine.