Matthew RoehrCRD Number: 1882121
Current Firm: Northwest Investment Counselors
Compensation Model: Fee Only
Matthew Roehr (CRD# 1882121) is an Investment Advisor Representative working at Northwest Investment Counselors in Lake Oswego, OR and has 20 year of experience in the finance industry.
Our financial guidance can be summed up by three key attributes that make Northwest’s wealth management distinct and valuable. We put your needs first rather than products or quotas. Your team will have a wide breadth of experience, education, and credentials to develop a portfolio that fits you. We focus on the long-term so you can Live Well and Retire Better.
Wells Fargo Clearing Services, LLC
Ameriprise Financial Services, LLC
Middleton & Company
|Northwest Investment Counselors LLC||Lake Oswego, OR||May 1998 - Current||22|
Total Assets Under Management452MILLIONS
Total Number of Accounts832ACCOUNTS
Average Account Value$543,751
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, OR, TX, WA
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