FEDERAL WAY, WACRD 110117Latest ADV March 18, 2026
American Northwest Advisory Services L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Federal Way, WA. Its latest Form ADV filing, dated March 18, 2026, reports $41M in regulatory assets under management, 6 employees, and 95 accounts.
Assets Under Management
$41M
Employees
6
Offices
--
Total Clients
218
Primary office
FEDERAL WAY, WA
1010 S. 336TH ST., SUITE 215, FEDERAL WAY, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 56.4% of total clients.
Top client categories% of clientsClients
1
Pension Plans
56.4%
123
2
Individuals
27.1%
59
3
HNWI
16.5%
36
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$41Mas of March 18, 2026
Discretionary97.9%
$40M
98% of total RAUM97.9%
Non-discretionary2.1%
$880K
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$41M
Total Accounts95
10Y AUM Change+$27M (+182.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee36:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.