Rafael
Villagran
Northwest Asset Management
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About this Advisor
Rafael Villagran is a financial advisor operating out of Greer, South Carolina with 2 years of industry experience. Villagran is an advisor for Northwest Asset Management. Over the course of their career, they have held roles at The Villagran Matrix LLC, Itg Inc, Merriman Wealth Management, LLC, Coldstream Wealth Management, Coldstream Securities Inc, Nwam, LLC and Villagran Investments LLC. Villagran maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in South Carolina and Washington. Northwest Asset Management is a financial advisory company based out of Mercer Island, WA. The firm has offices in 66 locations and a total of 55 employees. It handles $3 billion in assets across its 8,627 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to six charitable organizations. Of its 8,627 customer accounts, 26% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors typically vary depending on which services are offered. Fee types billed by Northwest Asset Management most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northwest Asset Management Brokerage Details
$3,027,418,741
55
8,627
$350,924
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Rafael Villagran Work History
Rafael has been registered as a financial advisor for 2 years.*
Nwam, LLC
Villagran Investments LLC
Coldstream Wealth Management
Coldstream Securities Inc
The Villagran Matrix LLC
Merriman Wealth Management, LLC
Itg Inc
The Villagran Matrix LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Rafael Villagran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Northwest Asset Management
Chicago, IL
Mercer Island, WA
Mercer Island, WA
Mercer Island, WA
Black Diamond, WA
Mercer Island, WA
Mercer Island, WA
Mercer Island, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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