Cathryn
Grange

Northwest Asset Management

CRD#2668514
Investment Advisor
in Austin, TX

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About this Advisor

Cathryn Grange is a financial advisor who works out of Austin, Texas with a total of 3 years of industry experience. Grange is an employee of Northwest Asset Management. Throughout their career, they have worked at Northwest Asset Management and Lucien, Stirling & Gray Financial Corporation. Grange maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Northwest Asset Management is a financial advisory company headquartered in Mercer Island, WA. The firm has offices in 66 locations and a total of 55 financial advisors. It administers $3 billion in assets among its 8,627 accounts, making it one of the biggest firms in the country by assets under management. The firm advises six charities and foundations. Of its 8,627 accounts, 26% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Northwest Asset Management provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors depend on the type of financial services. However, fees charged by Northwest Asset Management most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Austin, TX

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Northwest Asset Management Brokerage Details

Total Assets Under Management

$3,027,418,741

TX Average: $3,566,627,242
Total Number of Employees

55

TX Average: 46
Total Number of Accounts

8,627

TX Average: 1,499
Average Account Size

$350,924

TX Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Cathryn Grange Work History

Cathryn has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Northwest Asset Management

1995 - 2020 (25 years)

Lucien, Stirling & Gray Financial Corporation

*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 Cathryn Grange 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

Mahum Prasad
Mercer Island, WA
Candida Casey
Chicago, IL
Douglass Mccrae
Mercer Island, WA
Carolina Ortiz
Mercer Island, WA
Brad Landry
Black Diamond, WA
Noura Alsheikh
Mercer Island, WA
Loren Deshon
Mercer Island, WA
Joseph Peters
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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