Northwest Asset Management
We offer investment advisory services to retail investors, including investment management, retirement plans, retirement planning, financial planning, consulting, client tailored relationships, and wrap fee programs. We provide a variety of investment options ranging from mutual funds, ETFs, Bonds, Equities and other publicly traded securities Our clients include investment fiduciaries and trustees; individuals and families; small and large businesses; and non-profit organizations. NWAM, LLC dba Northwest Asset Management is an SEC Registered Investment Adviser. Version Date: 01/26/21
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Verified contacts
37
available on Kipplo
LinkedIn employees
52
11 to 50 range
Open roles
—
no listings
Distinct roles
24
indexed titles
Tech stack
3
tools in use
Monthly traffic
97
organic / mo
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Decision-makers and verified team members
37 contacts with verified email or phone · masked until revealed.
- AK
Antriksh Kandhari
Portfolio Manager · Finance & Accounting
EmailPhone - CC
Candida Casey
Portfolio Manager · Finance & Accounting
EmailPhone - GT
Grace Talen
Operations Manager · Operations
EmailPhone - HG
Hannah Geiger
Client Services Manager · Customer/Client Service
EmailPhone - AB
Andrew Burton
Financial Adviser · Finance & Accounting
EmailPhone - JF
Jared Fruth
Operations Associate · Operations
EmailPhone - JA
Jessica Anderson
Operations Assistant · Operations
EmailPhone - KG
Kevin Glynn
Investment Advisor Representative · Finance & Accounting
EmailPhone - MB
Marty Bender
Investment Advisor · Finance & Accounting
EmailPhone
Showing 9 of 37 verified contacts
Top roles at Northwest Asset Management
24 distinct titles indexed · top 10 shown.
- 2client service support
- 2client services associate
- 2client services manager
- 2client services support
- 2investment advisor representative
- 2operations associate
- 2portfolio manager
- 1associate advisor
- 1chief operating officer
- 1compliance manager inside counsel
- +14more titles
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