Noura
Alsheikh

Northwest Asset Management

CRD#4917381
Investment Advisor
in Mercer Island, WA

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About this Advisor

Noura Alsheikh is a financial advisor who works in Mercer Island, Washington with 3 years of relevant experience. Alsheikh is an employee of Northwest Asset Management. During their career, Alsheikh has held roles at Kms Financial Services, Inc, Redfin Corp, Northwest Asset Management and Purshe Kaplan Sterling Investments. Alsheikh holds Series 63 and Series 66 licenses, certifying them as a securities representative, and can work in Washington. Northwest Asset Management is an advisory business that has its headquarters in Mercer Island, WA. The firm has offices in 66 locations and a total of 55 financial advisors. It has $3 billion in assets among its 8,627 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advisory services to six charities and foundations. Of its 8,627 client accounts, 26% belong to high-net-worth individuals who have more than $1 million in assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors typically depend on the services offered. Fee types charged by Northwest Asset Management most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

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

Noura Alsheikh Work History

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

2021 - Present (3 years)

Purshe Kaplan Sterling Investments

2020 - Present (4 years)

Northwest Asset Management

2019 - 2020 (1 year)

Redfin Corp

2012 - 2019 (7 years)

Kms Financial Services, Inc

*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 Noura Alsheikh 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

Candida Casey
Chicago, IL
Douglass Mccrae
Mercer Island, WA
Mahum Prasad
Mercer Island, WA
Gabriella Sheffield
Mercer Island, WA
Nathaniel Davis
Mercer Island, WA
Antriksh Kandhari
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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