NORTHWEST ADMINISTRATORS INC
Adviser information for NORTHWEST ADMINISTRATORS INC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 356 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 7 | $484.2M |
| Non-Discretionary | 0 | $0 |
| Total | 7 | $484.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 1 | $165.2M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 6 | $319.0M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-10787 |
|---|---|
| SEC ERA File Number | 801-10787 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 106544 |
| Legal Entity Identifier | None |
Principal Office
2323 EASTLAKE AVE EASTSUITE 400
SEATTLE
WA
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 206-329-4900, Fax: 206-726-3209
Websites
Chief Compliance Officer
BUSHNELL, GAYLE R
CHIEF COMPLIANCE OFFICER
2323 EASTLAKE AVENUE EAST
SEATTLE
WA
United States
Tel:
206-726-3270
Fax:
206-726-3209
G********@**********M
(Full email address available in API data)
Regulatory Contact
ARLYN ESCALONA
VP/CONTROLLER
2323 EASTLAKE AVENUE EAST
SEATTLE
WA
United States
Tel:
206-926-2785
A********@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BUSHNELL, GAYLE, RETALOMA | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2001 | < 5% |
| HUGHES, CHRISTOPHER, ROBERT | Individual | – | CHIEF EXECUTIVE OFFICER | 12/2016 | 50-75% |
| HUGHES, JR, JOHN, CLIFFORD | Individual | – | SR VICE PRESIDENT | 04/2001 | 25-50% |
| SANDER, MICHAEL, MYRON | Individual | – | SR VICE PRESIDENT | 04/1992 | < 5% |
| WILLIAMS, FRANCES, HOUSE | Individual | – | VICE PRESIDENT, INVESTMENT SERVICES | 03/1992 | < 5% |
| ESCALONA, ARLYN, YOLANDA | Individual | – | VP/CONTROLLER | 04/2014 | < 5% |