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AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.

CRD 110117File 801-58004
APPROVED
Retail clients
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$41.3M
Bottom 25% of cohort (national)
Discretionary AUM
$40.4M
Non-discretionary $880K
Clients
218
95 accounts
Employees
6
Bottom 25% of cohort in WA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
SFRO
Registration date
Sep 29, 2000
Principal office
1010 S. 336TH ST., SUITE 215, FEDERAL WAY, WA, 98003
Phone
253-815-6564

Assets & accounts

ADV Item 5F
Total regulatory AUM
$41.3M
Discretionary AUM
$40.4M
Non-discretionary AUM
$880K
Discretionary accounts
87
Non-discretionary accounts
8
Total accounts
95
AUM per client
$190K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals36$30.9M
Pension and profit sharing plans123Not reported
Individuals (other than high net worth individuals)59$10.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.