American Northwest Advisory Services L.L.C. (Federal Way)

American Northwest Advisory Services L.L.C. is a pension cosultant based in Federal Way. It manages $14.12 million of regulatory assets for 51 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Nevada, Oregon, and Washington.

American Northwest Advisory Services L.L.C provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

American Northwest Advisory Services L.L.C: assets under management

The assets under management (AUM) of American Northwest Advisory Services L.L.C. is $14.12 million. The firm's AUM has grown by 434% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $12.26 million in discretionary accounts and $1.86 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $331.33 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $132.74 thousand.

Investments

The firm invests in exchange traded securities the most. They account for 53% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 26% of the firm’s portfolio. Investments in cash and cash equivalents form 12% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay American Northwest Advisory Services L.L.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients American Northwest Advisory Services L.L.C serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of American Northwest Advisory Services L.L.C is high net worth individuals with 21 clients and $10.21 million of assets under management. Among the 0 most similar advisory firms, American Northwest Advisory Services L.L.C has the 0th lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $14.12 million for 51 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

American Northwest Advisory Services L.L.C doesn't advise any private funds.

Careers at American Northwest Advisory Services L.L.C.

The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas L Oakes	Chief compliance officer/ member manager	1 Feb 1996	75% - 100%	2469647

Based in Federal Way

The principal office where American Northwest Advisory Services L.L.C. performs its advisory services is located at 1010 S. 336 Th St., Federal Way, WA 98003 The mailing address of the firm is P.O. Box 24831, Federal Way, WA 98093. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 253-815-6564 or by fax 253-874-4979. The normal business hours are 9am - 5pm on Monday - Friday.