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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Northwest Asset Management 4 months, 3 weeks Jun 2018 - Present
Makkai Capital Management 1 month Jun 2018 - Jun 2018
Western Wealth Management, LLC 2 years Jun 2016 - Jun 2018
Lpl Financial, LLC 8 years, 9 months Sep 2009 - Jun 2018
Gallacher Capital Management, LLC 6 years, 10 months Aug 2009 - Jun 2016
Mutual Service Corporation 5 years, 7 months Feb 2004 - Sep 2009
Regis University 16 years, 1 month Sep 2002 - Present
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Adam James Makkai?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    2
  • as of date
    Sep 22, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    2
  • as of date
    Sep 22, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Northwest Asset Management

Last updated on June 28, 2017
    • $1.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $316.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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