Nathaniel
Davis

Northwest Asset Management

CRD#7550168
Investment Advisor
in Mercer Island, WA

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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

Series 65

Years Registered*

1 year

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

2835 82Nd Avenue Se Ste 100
Mercer Island, WA 98040

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Northwest Asset Management Brokerage Details

Total Assets Under Management

$3,027,418,741

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

55

WA Average: 46
Total Number of Accounts

8,627

WA Average: 1,499
Average Account Size

$350,924

WA Average: $2,379,338

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.*

2021 - Present (3 years)

Nwam, LLC Dba Northwest Asset Management

2021 - 2021 (< 1 year)

Expeditors International

2019 - 2019 (< 1 year)

City Of Sammamish

2017 - 2021 (4 years)

Gonzaga University

2016 - 2018 (2 years)

Redmond Auto Salon

2013 - 2017 (4 years)

Eastlake High School

2012 - 2013 (1 year)

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

Douglass Mccrae
Mercer Island, WA
Mahum Prasad
Mercer Island, WA
Candida Casey
Chicago, IL
Nathaniel Davis
Mercer Island, WA
Austin Cunningham
Mercer Island, WA
Joseph Peters
Mercer Island, WA
Bradley Sayre
Mercer Island, WA
Loren Deshon
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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