Northwest Cash Flow Solutions (Bothell)

Northwest Cash Flow Solutions provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Northwest Cash Flow Solutions: assets under management

The assets under management (AUM) of Northwest Cash Flow Solutions is $73 million. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25 million in discretionary accounts and $48 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.25 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Northwest Cash Flow Solutions for their services and products based on a percentage of assets under management, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bothell

The principal office where Northwest Cash Flow Solutions performs its advisory services is located at 19635 110 Th Ave Ne, Bothell, WA 98011, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 425-398-9399 or by fax 425-827-7154. The normal business hours are 7am to 5pm on Monday - Friday. You can find more information about the New York firm at www.theadvisersource.com.

Registered investment advisers similar to Northwest Cash Flow Solutions

• Asset Preservation Strategies
• Atlantic Wealth Partners
• Halkin Asset Management
• Msk Capital Partners
• Manalapan Oracle Advisers
• Taxbridge Financial Group
• Van Global Hedge Fund Advisors
• Savings Growers
• Webb Asset Management
• The Advisor Source
• Olson, Russell L
• Fig Partners
• Capital Strategy Group
• Stonerise Capital Management
• Richard B. Vance & Company