CRD: 130538
Northwest Criterion Asset Management, L.l.c.
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-08-2004
- Office Locations
- 1
Office Locations
About Northwest Criterion Asset Management, L.l.c.
Northwest Criterion Asset Management is a Princeton, NJ RIA serving individual investors with institutional-style, long-term portfolio management and financial planning. The firm emphasizes disciplined asset allocation and risk-aware investing, using ETFs and public funds alongside fixed income where appropriate. Works across retail and institutional relationships and custodies primarily at Schwab and Fidelity.
Reported data analysis
What the numbers show
Between May 2, 2011 and June 14, 2012, reported AUM decreased 3.5%, from $36.4M to $35.1M.
Of the latest reported AUM, 90.0% is discretionary and 10.0% is non-discretionary.
The firm reports 3 advisory representatives and 75 clients, or 25 clients per representative. That equates to $776.8K in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on March 30, 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 Themes
- Investment Vehicles
- Services
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The full Northwest Criterion Asset Management, L.l.c. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL ALAN CAMP
Co-Founder, Owner and Portfolio Manager
- CRD
- #2025061
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Charlotte Midori Camp
--
- CRD
- #7533678
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,261,872 | $279,390 |
| Non-Discretionary | $0 | $390,599 |
| Total | $58,261,872 | $287,594 |
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Separately Managed Accounts
SMA allocation detail is available
Northwest Criterion Asset Management, L.l.c. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.