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NORTHWEST CRITERION ASSET MANAGEMENT, L.L.C.
CRD 130538 · SEC 801-67376
114 COMMONS WAY, PRINCETON, NJ, 08540, United States
Phone
609-924-4488
Fax
609-924-1155
Registration
— (—)
Source
State registered
Total AUM
$58.3M
Discretionary AUM
$58.3M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $11.8M |
| High net worth individuals | 31 | $43.7M |
| Corporations/business entities | 1 | $2.7M |
All web addresses on file
Official SEC filing: View on IAPD