Overview
Assets Under Management: $3.6 billion
Headquarters: MERCER ISLAND, WA
High-Net-Worth Clients: 1,048
Average Client Assets: $3 million
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: 1999153
Last Filing Date: 2025-06-23 11:50:00
Website: https://nwasset.com