AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $41.3M |
| Discretionary | $40.4M98% of AUM |
| Non-Discretionary | $880K |
| Client Accounts | 95 |
| Avg Account Size | $435K |
| Employees | 6 |
| Peak AUM | $229.2MFeb 2013 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $41M | +20.5% | +25.5% | +25.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $41.3M |
| Discretionary | $40.4M |
| Employees | 6 |
| Client Accounts | 95 |
| Client Range | 1-10 |
Contact & Location
Address
1010 S. 336TH ST.
FEDERAL WAY WA 98003
Phone
253-815-6564
Filing History
38 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$40M
97.9% of AUM
Non-Discretionary
$880,000
2.1% of AUM
Disc. mix ▲ 11.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported