Alice
Boytz
Northwest Asset Management
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About this Advisor
Alice Boytz is a financial advisor based in Mercer Island, Washington, working with Northwest Asset Management. Alice has previously held positions at Nwam, LLC Dba Northwest Asset Management and the University of Washington. Alice has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Washington. Currently, Alice is part of Northwest Asset Management, which operates out of Mercer Island, Washington. The firm has 66 offices and 55 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars, and other services. The fee structure at Northwest Asset Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Northwest Asset Management Brokerage Details
$3,271,377,063
55
8,878
$368,481
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
Alice Boytz Work History
Nwam, LLC Dba Northwest Asset Management
University Of Washington
Nwam, LLC Dba Northwest Asset Management
Disclosures
Please visit the SEC profile of Alice Boytz 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
Mercer Island, WA
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Mercer Island, WA
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Mercer Island, WA
Chicago, IL
Mercer Island, WA
Mercer Island, WA
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