NORTHMARQ FUND MANAGEMENT, LLC

4949 Meadows Road
Suite 490
Lake Oswego, Oregon 97035
Tel: 503-952-0700

About NORTHMARQ FUND MANAGEMENT, LLC

NORTHMARQ FUND MANAGEMENT, LLC, formally registered with the SEC as NORTHMARQ FUND MANAGEMENT, LLC. The firm was established in 09/04/2009. They have over 5 offices throughout the country.

NORTHMARQ FUND MANAGEMENT, LLC is a Lake Oswego, Oregon based Financial Planning firm with nearly $505,230,456 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150703
SEC#	801-70494
Assets Managed by Firm	$505,230,456
No. of Clients	4
No. of Advisors	16

Fee Structure

A percentage of AUM
Performance Based
Other (PERCENTAGE OF CAPITAL COMMITTMENTS)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$505,230,456

More Retirement Planning firms in Lake Oswego, Oregon:

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STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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