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NORTHWEST CAPITAL MANAGEMENT INC.
NORTHWEST CAPITAL MANAGEMENT INC
CRD 108091 · SEC 801-56420
1 CENTERPOINTE DRIVE, SUITE 115, LAKE OSWEGO, OR, 97035, United States
Phone
503-597-1616
Fax
866-611-9560
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.52B
Discretionary AUM
$92.4M
Team
11 total employees; 7 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $8.9M |
| High net worth individuals | 56 | $74.6M |
| Pension/profit sharing plans | 81 | $4.91B |
| Charitable organizations | 1 | $169K |
| State/municipal entities | 25 | $3.52B |
| Corporations/business entities | 3 | $4.4M |
States served
AZ, CA, ID, OR, TN, WA, TX
All web addresses on file
Official SEC filing: View on IAPD