|
⚲
|
| American Northwest Advisory Services LLC
✚
| |
|---|---|
| CRD # | 110117 |
| SEC # | 801-58004 |
| CIK # | |
| AUM | $24.8 MM (2024-03-21) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 253-815-6564 |
| Address | 1010 S 336th St Federal Way, WA 98003 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 6.8 |
| (b) Individuals (high net worth individuals) | 31 | 18.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 118 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 72 | 24.8 |
| By Discretionary | ||
| Discretionary | 57 | 20.0 |
| Non-Discretionary | 15 | 4.8 |
| Total | 72 | 24.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 24.8 | |
| Total | 72 | 24.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mittleman Value Partners LLC
✚
|
NY | 0.0 |
|
NGC Financial LLC
✚
|
NY | 0.0 |
|
Eagles Coast Wealth Management LLC
✚
|
SC | 0.0 |
|
Hoffman & Associates Financial & Estate Advisors Inc
✚
|
CA | 0.0 |
|
Radiant Global Investors LLC
✚
|
CA | 0.0 |
|
Select Investment Solutions LLC
✚
|
DC | 0.0 |
|
Azura Partners US LLC
✚
|
NY | 0.0 |
|
J Stern & Co LLC
✚
|
NY | 0.0 |
|
Sentinel Capital Solutions Inc
✚
|
MD | 0.0 |
|
Zinvest Financial Service LLC
✚
|
FL | 0.0 |