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Northwest Criterion Asset Management, L.L.C. (Princeton)


Northwest Criterion Asset Management, L.L.C. is an adviser based in Princeton. It manages $35.09 million of regulatory assets for 122 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of New Jersey, New York, and Texas.

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Northwest Criterion Asset Management, L.L.C provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Northwest Criterion Asset Management, L.L.C: assets under management

The assets under management (AUM) of Northwest Criterion Asset Management, L.L.C. is $35.09 million. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.57 million in discretionary accounts and $3.52 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $279.39 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $390.6 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Northwest Criterion Asset Management, L.L.C. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Princeton

The principal office where Northwest Criterion Asset Management, L.L.C. performs its advisory services is located at 34 Chambers Street, Princeton, NJ 08542, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 609-924-4488 or by fax 609-924-1155. The normal business hours are 8:30 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.nwcriterion.com.


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