Simon Bortcosh
Investment adviser representative at Northwest Asset Management
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$4.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Northwest Asset ManagementNov 2024 to now
- Nwam, LLC dba Northwest Asset ManagementApr 2023 to now
- Fisher InvestmentsSep 2021 to Mar 2023
- UlineJun 2020 to Aug 2020
- Grocery OutletAug 2018 to Mar 2020
- San Jose State UniversityAug 2017 to Aug 2018
- VansMay 2017 to Aug 2017
- N/aOct 2014 to Sep 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, WA).
Northwest Asset Management
Legal name: Nwam, LLC
$4.1BAssets managed
2,776Clients
61Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8003945
- Firm CRD
- 147923