NORTHWEST CAPITAL MANAGEMENT INC.

1 Centerpointe Drive
Suite 115
Lake Oswego, Oregon 97035
Tel: 503-597-1616

About NORTHWEST CAPITAL MANAGEMENT INC.

NORTHWEST CAPITAL MANAGEMENT INC, formally registered with the SEC as NORTHWEST CAPITAL MANAGEMENT INC. The firm was established in 05/14/1999. They have over 2 offices throughout the country.

NORTHWEST CAPITAL MANAGEMENT INC. is a Lake Oswego, Oregon based Financial Planning firm with nearly $6,856,132,947 assets under management, offering retirement planning & investment advisory services to 1409 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108091
SEC#	801-56420
Assets Managed by Firm	$6,856,132,947
No. of Clients	1409
No. of Advisors	17

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1409	$6,856,132,947
Individuals (other than high net worth individuals)	244	$153,628,462
High net worth individuals	136	$511,191,997
Pension and profit sharing plans	108	$2,891,798,281
Charitable organizations	3	$1,914,679
Corporations or other businesses	6	$13,812,671

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AQR CAPITAL MANAGEMENT, LLC One Greenwich Plaza Suite 130, 3rd Floor Greenwich, CT, 06830	$132,541,536,421	294	573
HARTFORD INVESTMENT MANAGEMENT COMPANY One Hartford Plaza Hartford, CT, 06155	$110,207,824,026	170	296
VERITION FUND MANAGEMENT LLC One American Lane Greenwich, CT, 06831-9998	$107,251,821,000	4	524

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