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NORTHWEST ASSET MANAGEMENT
MERCER ISLAND, WA
206-838-3680
SEC #801-69483Total AUM
$4.1B
Employees
62Clients
2,776Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2835 82ND AVENUE SE
STE 100
MERCER ISLAND
WA 98040
United States
STE 100
MERCER ISLAND
WA 98040
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Monday - Friday
Phone
206-838-3680
Other Offices
68
Financials
Total AUM
$4.1B
Accounts
9,090Discretionary
$2.9B
Accounts
6,237Non-Discretionary
$1.2B
Accounts
2,853
Clients
Individual Clients
1,926AUM
$924.3M
HNW Individual Clients
832AUM
$3.1B
Corporation or Business Clients
8AUM
$46.7M
Other Clients
10AUM
$22.8M
Description of Other Clients
EMPLOYEE ACCTS AND PARTNERSHIPS
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALAZCACOCTDEFLGAHIIAIDILINKYLAMAMDMIMNMOMTNCNENHNMNVNYOHOKORPASCSDTNTXUTVAWAWI
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.