1 Centerpointe Drive
Suite 115
Lake Oswego, Oregon 97035
Tel: 503-597-1616
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 $5,476,500,419 assets under management, offering retirement planning & investment advisory services to 995 clients. The firm is staffed with 17 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 108091 |
SEC# | 801-56420 |
Assets Managed by Firm | $5,476,500,419 |
No. of Clients | 995 |
No. of Advisors | 17 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 995 | $5,476,500,419 |
Individuals (other than high net worth individuals) | 239 | $96,473,417 |
High net worth individuals | 134 | $438,047,072 |
Pension and profit sharing plans | 93 | $2,356,192,601 |
Charitable organizations | 3 | $1,742,233 |
Corporations or other businesses | 6 | $18,518,609 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$16,725,387,863 | 63 | 8 | |
$16,214,303,154 | 116850 | 82 | |
$13,067,305,312 | 425 | 37 | |
$7,145,593,038 | 3808 | 55 | |
$5,060,526,289 | 21 | 145 |
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