Northwest Asset Management
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Overview
Northwest Asset Management is located at 2835 82Nd Avenue Se, Mercer Island, WA. The firm employs 48 financial advisors to manage client portfolios and provide financial guidance. Northwest Asset Management is not a registered broker-dealer.
Northwest Asset Management oversees $3.3 billion in assets under management across 8,878 accounts, of which 5,928 are discretionary and 2,950 are non-discretionary. Over the past year, the firm has provided financial planning services to between 11 and 25 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars, and other services. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, and other types of investors, with retail investors being the largest client type by accounts. The fee structure at Northwest Asset Management includes asset-based, hourly, and fixed fees. The firm has 862 high net worth clients and maintains affiliations with an accountant or accounting firm, an insurance company or agency, and a real estate broker or dealer.
Northwest Asset Management is registered in the states of Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Northwest Asset Management by the Numbers
$3.3 billion
55
8,878
$368.5 thousand
Products and Services
Northwest Asset Management offers a number of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars, and other services. In the prior fiscal year, Northwest Asset Management provided financial planning services to 45621 of its clients. The Company is engaged in selling products or offering services aside from investment advice to its clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice typically vary depending on the type of services provided. Fees charged by Northwest Asset Management likely include any combination of the following fee structures: asset-based, hourly, or fixed. The company does participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm does business with a broad range of customers. It works with retail investors, high net worth investors, pension plans, charitable organizations, and other. Out of its 5 clients, Northwest Asset Management's largest client type by number of accounts is high net worth investors, though it also serves 862 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of more than $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 32.7%
- Other Individuals - 65.9%
- Corporations - 0.95%
- Charitable Organizations - 0.46%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Northwest Asset Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Northwest Asset Management
Mercer Island, WA
Mercer Island, WA
Mercer Island, WA
Liberty Lake, WA
Mercer Island, WA
Mercer Island, WA
American Fork, UT
Mercer Island, WA
Mercer Island, WA
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