AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.

Overview

American Northwest Advisory Services L.L.C. is an independent registered investment adviser formed in 2000 that serves individuals, families and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model is flexible—percentage of AUM plus hourly and fixed fees—allowing a mix of discretionary asset management and advisory-only engagements. Investment activity centers on public mutual funds and pooled vehicles as the primary building blocks for client portfolios, with third-party alternatives used to supplement return and diversification. The adviser is not positioned as an ESG-focused allocator and does not present itself as a capital allocator or multi-state adviser in its filing. A majority of client relationships appear to be managed on a discretionary basis, while a subset of clients likely receive consultative services billed hourly or via flat fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices