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

More Retirement Planning firms in Lake Oswego, Oregon:

Firm Name	Assets Under Management	Total Clients	Total Advisors
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
KINGSVIEW WEALTH MANAGEMENT, LLC 509 Se 7th Street, 2nd Floor Grants Pass, OR, 97526	$6,745,495,357	24847	225

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