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Building 2NORTHWEST CAPITAL MANAGEMENT INC.

Map pinLAKE OSWEGO, OR
Phone503-597-1616
NotebookSEC #801-56420
Total AUM
$8.5B
Employees
11
Clients
203

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 CENTERPOINTE DRIVE
SUITE 115
LAKE OSWEGO
OR 97035
United States
Operating Hours
8:30 AM TO 4:00 PM
Monday - Friday
Phone
503-597-1616
Other Offices
1

ReceiptFinancials

Total AUM
$8.5B
Accounts
301
Discretionary
$92.4M
Accounts
141
Non-Discretionary
$8.4B
Accounts
160

ContactClients

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Individual Clients
37
AUM
$8.9M
HNW Individual Clients
56
AUM
$74.6M
Pension/Profit Sharing Plan Clients
81
AUM
$4.9B
Charitable Organization Clients
1
AUM
$168.7K
Government Entity Clients
25
AUM
$3.5B
Corporation or Business Clients
3
AUM
$4.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDORTNTXWA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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