$16.5M Total AUM
$16.5M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- RadialNorth glacier
- Established Date
- 01-03-2022
- Office Locations
- 1
Office Locations
-- Bellingham WA
About NW Straits Financial Services
NW Straits Financial Services is an independent, veteran-owned, fee-only RIA providing ongoing retirement planning, financial advice, and investment management. The firm emphasizes a long-term planning process with regular check-ins and course corrections, delivered primarily virtually from Bellingham, WA. Portfolios focus on asset allocation using public funds such as ETFs and mutual funds.
Team overview
-- AVG AGE
$16.5M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
Catalyst quantum Crest
Custodian
Signal frontier Frontier Pioneer radial Vital matrix
Fund Managers
Eagle
Investment Themes
Harbor Fusion
Investment Vehicles
Delta frontier Quantum
Services
Quantum insight Insight Atlas Value
Technology
Vital foundation Insight
Owner & Executives
ADAM GRIFFES VAN NESS
Principal
- CRD
- #4976468
- Ownership
- 75% or more
(965) 484-7592
summit.harbor@atlascapital.com
in linkedin.com/in/momentum-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,450,061 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,450,061 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,450,061
Equity - Exchange:
49.6% Public Funds:
20.0% Cash:
30.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,206,308,499 | 49.6% |
| Public Funds | $1,696,092,137 | 20.0% |
| Cash | $2,578,060,047 | 30.4% |
| Total | $8,480,460,683 | 100.0% |