PNW Asset Management
Firm details
- Headquarters
- Seattle, Washington
- CRD number
- 172429
- Website
- www.pnwam.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.47%
- Individuals11.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
PNW Asset Management is an independent, LLC-structured registered investment adviser that serves individuals and families. The firm charges fees as a percentage of assets under management and focuses on portfolio management and financial planning for individual clients and small businesses. It does not market itself as an ESG investor, is not a multistate adviser, and does not operate as a capital allocator or pension consultant. Ownership is held by an individual operator rather than a corporate or institutional owner.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Other30%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Stuart Mcgehee
Founder & AdvisorCRD 2257621
Mackenzie Wamble
Director of Client ServicesCRD 8301477
Michael Bowers
Investment Adviser RepresentativeCRD 1436438
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Seattle, WA
King
Location
Seattle, WA
Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 2033 6th Ave
- Time zone
- PT (UTC-8)
- Office locations
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