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Home > Retirement Planners > washington > mercer island > NORTHWEST ASSET MANAGEMENT
NORTHWEST ASSET MANAGEMENT
2835 82nd Avenue Se
Ste 100
Mercer Island, Washington 98040
Tel: 206-838-3680
About NORTHWEST ASSET MANAGEMENT
NORTHWEST ASSET MANAGEMENT, formally registered with the SEC as NORTHWEST ASSET MANAGEMENT. The firm was established in 08/20/2008. They have over 67 offices throughout the country.
NORTHWEST ASSET MANAGEMENT is a Mercer Island, Washington based Financial Planning firm with nearly $3,271,377,063 assets under management, offering retirement planning & investment advisory services to 8878 clients. The firm is staffed with 55 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147923 |
| SEC# | 801-69483 |
| Assets Managed by Firm | $3,271,377,063 |
| No. of Clients | 8878 |
| No. of Advisors | 55 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
- Other (TAX PREPARATION)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8878 | $3,271,377,063 |
| Individuals (other than high net worth individuals) | 1737 | $689,697,330 |
| High net worth individuals | 862 | $2,466,565,334 |
| Pension and profit sharing plans | 13 | $65,359,522 |
| Charitable organizations | 12 | $22,387,541 |
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|---|---|---|---|
| $475,093,919,406 | 163121 | 877 | |
| $82,657,150,657 | 146 | 653 | |
| $52,480,583,056 | 70944 | 653 | |
| $24,747,000,000 | 17 | 95 | |
| $23,026,995,111 | 77 | 656 |
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