CRD: 110117
American Northwest Advisory Services L.l.c.
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- Custodian
- Charles Schwab & Company ยท State Street
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-15-1996
- Office Locations
- 1
Office Locations
About American Northwest Advisory Services L.l.c.
American Northwest Advisory Services L.l.c. is a Federal WAY-based RIA. The firm has been operating for 30 years. Managing $41.3M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company and State Street.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 18, 2026, reported AUM increased 20.5%, from $34.3M to $41.3M.
Across 5 reported observations, AUM increased 86.6% between March 27, 2022 and March 18, 2026, from $22.1M to $41.3M.
Of the latest reported AUM, 97.9% is discretionary and 2.1% is non-discretionary.
The firm reports 5 advisory representatives and 218 clients, or 43.6 clients per representative. That equates to $189.5K in reported AUM per client.
The profile lists 1 reported office location and 30 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Vehicles
- Services
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The full American Northwest Advisory Services L.l.c. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS L OAKES
Chief Compliance Officer, Manager
- CRD
- #2469647
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Christopher W Arnold
--
- CRD
- #8022904
ETHAN JOHN COX
--
- CRD
- #6509208
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,437,000 | $464,793 |
| Non-Discretionary | $880,000 | $110,000 |
| Total | $41,317,000 | $434,916 |
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Separately Managed Accounts
SMA allocation detail is available
American Northwest Advisory Services L.l.c. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.