Overview
Assets Under Management: $1.6 billion
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 991
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 991
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.06
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 3,472
Discretionary Accounts: 3,472
Regulatory Filings
CRD Number: 310849
Filing ID: 2012047
Last Filing Date: 2025-08-29 13:49:00
Website: https://northwestscs.com