American Northwest Advisory Services L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$41,317,000
Clients
95
Advisors
5
of 6 employees
About
American Northwest Advisory Services, L.L.C. provides personalized, fee‑only investment management and related financial planning, tax and trust/estate guidance to individuals, pension and profit‑sharing plans, small businesses, charitable organizations and estates. The firm offers portfolio management services and also serves as a pension consultant for retirement plans in addition to furnishing non‑securities advice.
For individual clients—often those nearing retirement—the firm typically pursues defensive, strategic asset allocation using a core‑and‑satellite approach and documents objectives in an Investment Policy Statement; it often mirrors the investment models it uses for pension consulting clients. The firm employs a range of analysis methods (including fundamental, technical and cyclical analysis) and maintains discretionary trading authority to implement approved investment policies.
Distinctive features include a large concentration of assets held in pension consulting relationships—approximately $606,930,000 of $641,221,000 reported as of November 2024—with a much smaller portion managed on a discretionary basis, and an affiliation with a third‑party administrator that provides plan administration services to the adviser’s clients. The firm has operated since 1996 and emphasizes aligning individual account strategies with plan‑level models rather than relying solely on retail mutual fund selection.
Client services
Expertise
Fee options
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.80% $10,000,001+: 0.65%
Fee-only: Fee-only investment management firm (no commissions)
Main office
1010 S. 336th St., Suite 215
Federal Way WA 98003
Advisors at this office
5
Most active in
Arizona · California · Florida · Nevada · New Jersey · Oregon · Puerto Rico · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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