Northwest Capital Management is an investment advisor in Lake Oswego with $5.48 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
931242462
SEC advisor number
801-56420
FINRA CRD number
108091
AUM ?
$6.86 bn
(as of 26 Apr 24)
Accounts
1,409
(as of 26 Apr 24)
Employees
17
(8 investment advisory or research)
Address
Northwest Capital Management
13333 SW 68TH PARKWAY SUITE 230
PORTLAND
OR 97223
13333 SW 68TH PARKWAY SUITE 230
PORTLAND
OR 97223
Phone
5035971616
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Apr 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22