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Building 2NORTHWEST INVESTMENT COUNSELORS

Map pinLAKE OSWEGO, OR
Phone800-685-7884
NotebookSEC #801-128752
Total AUM
$591.8M
Employees
7
Clients
329

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 CENTERPOINTE DRIVE
SUITE 270
LAKE OSWEGO
OR 97035
United States
Operating Hours
7AM-4PM
Monday - Friday
Phone
800-685-7884

ReceiptFinancials

Total AUM
$591.8M
Accounts
886
Discretionary
$590.2M
Accounts
885
Non-Discretionary
$1.6M
Accounts
1

ContactClients

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Individual Clients
308
AUM
$410.1M
HNW Individual Clients
19
AUM
$167.1M
Pension/Profit Sharing Plan Clients
1
AUM
$6.3M
Charitable Organization Clients
1
AUM
$8.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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