CRD: 110117
American Northwest Advisory Services L.l.c.
$41.3M Total AUM
$40.4M Disc. AUM
-- 3Y CAGR
6 Employees
218 ADV. Clients
30 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท State Street
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-15-1996
- Office Locations
- 1
Office Locations
1010 S. 336th St., Ste. 305 Federal WAY WA
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.
Team overview
-- AVG AGE
$8.3M AVG AUM / ADVISOR
$189.5K AVG AUM / CLIENT
11.7 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
30yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
THOMAS L OAKES
Chief Compliance Officer, Manager
- CRD
- #2469647
- Ownership
- 75% or more
Available
Available
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Showing 1 of 1 owners & executives
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C
Christopher W Arnold
--
- CRD
- #8022904
Available
Available
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E
ETHAN JOHN COX
--
- CRD
- #6509208
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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