Alice Lorraine Boytz

Northwest Asset Management

17 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Northwest Asset Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

54 advisors

Number of Clients

3,032 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$3.6B

Fee Structure

Location

2835 82nd Avenue Se, Ste 100, Mercer Island, WA, 98040

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Northwest Asset Management

October 2023 - Present · 2 yrs 4 mos

Previous Registrations

Northwest Asset Management

March 2010 - March 2016 · 6 yrs

UBS Financial Services INC.

August 2006 - August 2008 · 2 yrs

Piper Jaffray & CO.

February 1999 - August 2006 · 7 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.