Overview
Assets Under Management: $3.6 billion
Headquarters: MERCER ISLAND, WA
High-Net-Worth Clients: 1,048
Average Client Assets: $3 million
Frequently Asked Questions
NORTHWEST ASSET MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147923), NORTHWEST ASSET MANAGEMENT is subject to fiduciary duty under federal law.
NORTHWEST ASSET MANAGEMENT is headquartered in MERCER ISLAND, WA.
NORTHWEST ASSET MANAGEMENT serves 1,048 high-net-worth clients according to their SEC filing dated December 16, 2025. View client details ↓
According to their SEC Form ADV, NORTHWEST ASSET MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
NORTHWEST ASSET MANAGEMENT manages $3.6 billion in client assets according to their SEC filing dated December 16, 2025.
According to their SEC Form ADV, NORTHWEST ASSET MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 1,048
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.17
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 8,844
Discretionary Accounts: 6,469
Non-Discretionary Accounts: 2,375
Regulatory Filings
CRD Number: 147923
Filing ID: 2034409
Last Filing Date: 2025-12-16 17:53:52
Website: 71