TrueAdvisor
TrueAdvisor
AC
CFP
AC
CFP

Austin Brady Cunningham

Northwest Asset Management
11 Years of Experience
View SEC Summary
View SEC Summary
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.

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Employment History
Current Registrations
Northwest Asset Management
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
LPL Financial LLC
October 2019 - August 2022 · 2 yrs 10 mos
LPL Financial LLCBroker
October 2019 - August 2022 · 2 yrs 10 mos
Edward Jones
January 2015 - October 2019 · 4 yrs 9 mos
Edward JonesBroker
October 2014 - October 2019 · 5 yrs
State Registrations3 states
CAIDTX
Advisor
Exams
No exam information available for this advisor.