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PNW Asset Management

PNW Asset Management. CRD 172429

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CRD: 172429

PNW Asset Management

Seattle, WA, 98121
2062590575
www.pnwam.com
$105.3M Total AUM
$104.7M Disc. AUM
-- 3Y CAGR
3 Employees
78 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Bank OF America · Charles Schwab & Company · Fidelity/NFS
Clients
Retail
Platforms
BeaconAlpha alpha +more
Established Date
11-10-2014
Office Locations
1

Office Locations

2033 Sixth Ave., Ste. 815 Seattle WA

About PNW Asset Management

PNW Asset Management is a fee-only, fiduciary RIA offering comprehensive financial planning and ongoing investment management, including cash-flow and investable-asset allocation work plus estate and insurance review. Portfolios are built with disciplined, research-based methods and a simple, transparent, low-cost approach, with meaningful ETF use. Client relationships are direct (no call centers), and accounts can be custodied at Charles Schwab.

Team overview

62 AVG AGE
$52.7M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
7.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Crest Fusion timber Timber Wave

Client Personas

Glacier

Custodian

Momentum zenith Momentum Beacon Frontier Radial Value matrix Element Ember Zenith

Fund Managers

Fusion wave Ember

Investment Themes

Harbor Harbor summit

Investment Vehicles

Zenith ridge Vector

Platform

Capital north

Services

Delta frontier Value oak Foundation eagle Catalyst Momentum Capital Vertex Zenith Harbor Frontier foundation

Technology

Summit prime Meridian Value Quantum pioneer

Owner & Executives

MICHAEL BARRON BOWERS

MICHAEL BARRON BOWERS

PRINCIPAL

CRD
#1436438
Ownership
50% but less than 75%
(556) 579-5242
radial.capital@capitalcapital.com
in linkedin.com/in/unison-alpha
STUART CHRISTIAN MCGEHEE

STUART CHRISTIAN MCGEHEE

Chief Compliance Officer, President, PRINCIPAL

CRD
#2257621
Ownership
50% but less than 75%
(845) 413-3336
beacon.fusion@quantumcapital.com
in linkedin.com/in/element-harbor

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Contacts

M

Mackenzie Wamble

--

CRD
#8301477
(425) 417-6533
insight.signal@meridiancapital.com
in linkedin.com/in/capital-prime

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $104,664,797 --
Non-Discretionary $643,273 --
Total $105,308,070 --

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Separately Managed Accounts

Total SMA Asset: $105,308,070

$105.3M Total SMA
Equity - Exchange:
35.1%
Other:
22.5%
Cash:
42.4%
Asset class Assets Assets %
Equity - Exchange $1,390,596,562 35.1%
Other $891,408,053 22.5%
Cash $1,679,808,953 42.4%
Total $3,961,813,568 100.0%

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