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AdvisorCensus / Financial advisors / Washington / Seattle / American Northwest Advisory Services L.L.C.

American Northwest Advisory Services L.L.C.

Federal Way, WASEC-registered investment adviserCRD 110117

Filed as AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.

American Northwest Advisory Services L.L.C. is an SEC-registered investment advisory firm in Federal Way, WA, registered since 2000, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

26 years
registered since 2000
$41,317,000
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is American Northwest Advisory Services L.L.C. compensated?

On its Form ADV (Item 5.E, October 2026), American Northwest Advisory Services L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Where is American Northwest Advisory Services L.L.C. located?

American Northwest Advisory Services L.L.C.'s principal office is in Federal Way, WA, according to its Form ADV.

Is American Northwest Advisory Services L.L.C. registered with the SEC or a state?

American Northwest Advisory Services L.L.C. is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 110117.

How much does American Northwest Advisory Services L.L.C. manage?

American Northwest Advisory Services L.L.C. reports $41,317,000 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (98% discretionary).

How have American Northwest Advisory Services L.L.C.'s assets and staff changed since 2021?

In the Form ADV data for American Northwest Advisory Services L.L.C.: Regulatory assets under management: $13,424,899 in the October 2021 data and $41,317,000 in the October 2026 data, up 208%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does American Northwest Advisory Services L.L.C. serve?

By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (123); individuals (other than high net worth individuals) (59); high net worth individuals (36).

Does American Northwest Advisory Services L.L.C. report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110117

What changed in American Northwest Advisory Services L.L.C.'s recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $34,291,501 to $41,317,000 (+20%). Registered or notice-filed in PR.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated March 18, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$41,317,000

$41,317,000 as of October 2026, filing dated March 18, 2026.

Discretionary: $40,437,000.Non-discretionary: $880,000.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 59 Assets $10,377,685 (25%)
High net worth individuals
Clients 36 Assets $30,939,315 (75%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 123 Assets Not reported

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2000 (26 years)
Employees
Total: 6. Performing investment advisory functions: 5.
Wrap fee program participation
No.
States registered or notice-filed
8 states or jurisdictions
AZCAFLNJNVORPRWA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$13.4M 2021 $22.1M 2022 $21.3M 2023 $24.8M 2024 $34.3M 2025 $41.3M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$41,317,0006March 18, 2026
October 2025$34,291,5015March 31, 2025
October 2024$24,830,4404March 21, 2024
October 2023$21,289,5364August 30, 2023
October 2022$22,143,9845March 27, 2022
October 2021$13,424,8995March 16, 2021

Regulatory assets under management: $13,424,899 in the October 2021 data and $41,317,000 in the October 2026 data, up 208%.

Total employees: 5 in October 2021 and 6 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 4 to 5.
    • Regulatory assets under management went from $34,291,501 to $41,317,000 (+20%).
    • Registered or notice-filed in PR.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
americannw.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. American Northwest Advisory Services L.L.C. (CRD 110117): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/american-northwest-advisory-services-l-l-c-federal-way-wa-110117