Antriksh
Kandhari

Northwest Asset Management

CRD#7087479
Investment Advisor
in Mercer Island, WA

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About this Advisor

Antriksh Kandhari is a chartered financial analyst operating in Mercer Island, Washington, who has been in the advisory business for 10 years. Kandhari currently works for Northwest Asset Management. The advisor has gained experience at Northwest Asset Management, Roy Street Coffee And Tea, Trader Joes, Basepoint Wealth, Cfa Institute, Payism Technologies India Pvt LTD, Ma Advisors, Capstone Securities Analysis Pvt LTD, World Travel Registered and Enduring Value Advisory And Practice Llp. Kandhari maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Washington. Northwest Asset Management is a registered investment business headquartered in Mercer Island, Washington. The firm has offices in 34 locations and a total of 53 people on staff. It manages $3 billion in assets between its 8,139 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves six charities and foundations. Of its 8,139 client accounts, 28% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial advisory fees usually vary depending on the type of financial services provided. However, fee types charged by Northwest Asset Management likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years of Experience

10 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

Disclosures

No

Office Location

2835 82Nd Avenue Se Ste 300
Mercer Island, WA 98040

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Northwest Asset Management Brokerage Details

Total Assets Under Management

$3,232,723,892

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

53

WA Average: 46
Total Number of Accounts

8,139

WA Average: 1,499
Average Account Size

$397,189

WA Average: $2,379,338

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Investment Advisory Services

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

Antriksh Kandhari Work History

Antriksh has 10 years of experience.

2018 - Present (5 years)

Northwest Asset Management

2018 - 2019 (1 year)

Roy Street Coffee And Tea

2018 - 2018 (< 1 year)

Trader Joes

2018 - 2018 (< 1 year)

Basepoint Wealth

2017 - 2017 (< 1 year)

Cfa Institute

2016 - 2017 (1 year)

Payism Technologies India Pvt LTD

2015 - 2016 (1 year)

Ma Advisors

2015 - 2015 (< 1 year)

Enduring Value Advisory And Practice Llp

2014 - 2015 (1 year)

Cfa Institute

2013 - 2014 (1 year)

Capstone Securities Analysis Pvt LTD

2012 - 2014 (2 years)

World Travel Registered

Disclosures

Antriksh Kandhari has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Northwest Asset Management

Joseph Peters
Mercer Island, WA
Carolina Ortiz
Mercer Island, WA
Antriksh Kandhari
Mercer Island, WA
Loren Deshon
Mercer Island, WA
Bradley Sayre
Mercer Island, WA
Mahum Prasad
Mercer Island, WA
Paul Orlino
Centennial, CO
Matthew Loreen
Mercer Island, WA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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