Nathaniel
Davis
Northwest Asset Management
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About this Advisor
Nathaniel Davis is a financial advisor working out of Mercer Island, Washington with a total of 1 year of industry experience. Davis is an advisor for Northwest Asset Management. Davis has gained experience at Nwam, LLC Dba Northwest Asset Management, Expeditors International, Gonzaga University, City Of Sammamish, Redmond Auto Salon, Eastlake High School and Inglewood Middle School. Davis maintains a Series 65 license, designating them as an investment advisor representative, and is registered to work in Washington. Northwest Asset Management is an advisory company operating out of Mercer Island, WA. The company has offices in 66 locations and a total of 55 financial advisors. It controls $3 billion in total assets across its 8,627 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves six charitable organizations. Of its 8,627 accounts, 26% are associated with high-net-worth investors who have at least $1 million in assets. Northwest Asset Management has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial management largely depend on the type of financial services. However, fees charged by Northwest Asset Management may include any blend of 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
Nathaniel Davis Work History
Nathaniel has been registered as a financial advisor for 1 years.*
Nwam, LLC Dba Northwest Asset Management
Expeditors International
City Of Sammamish
Gonzaga University
Redmond Auto Salon
Eastlake High School
Inglewood Middle School
*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 Nathaniel Davis 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
Mercer Island, WA
Chicago, IL
Mercer Island, WA
Mercer Island, WA
Black Diamond, 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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