Northwest Capital Management Inc.
Northwest Capital Management Inc. (CRD# 108091) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $6,856,132,947 in 1,409 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management6,856MILLION
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Total Number of Accounts1,409ACCOUNTS
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Average Account Value$4,865,957
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, ID, OR, TN, WA
Christopher Haddon (CRD# 3059085) is an Investment Advisor Representative working at Northwest Capital Management Inc. in Lake Oswego, OR and has over 25 years of experience in the finance industry.
Joan Lintz (CRD# 4626155) is an Investment Advisor Representative working at Northwest Capital Management Inc. in Lake Oswego, OR and has over 20 years of experience in the finance industry.
Christopher Martin (CRD# 1976283) is an Investment Advisor Representative working at Northwest Capital Management Inc. in Lake Oswego, OR and has over 32 years of experience in the finance industry.
Frederick Payne (CRD# 1290237) is an Investment Advisor Representative working at Northwest Capital Management Inc. in Lake Oswego, OR and has over 38 years of experience in the finance industry.
Brent Petty (CRD# 4033087) is an Investment Advisor Representative working at Northwest Capital Management Inc. in Lake Oswego, OR and has over 24 years of experience in the finance industry.
Scott Rhodes (CRD# 1389335) is a CFA® charterholder and a principal at Northwest Capital Management Inc. in Seattle. Scott has over 30 years of experience in the finance industry. This includes almost 20 years as a wealth manager and 10 years as a securities regulator with FINRA. Scott works with a team of principals at his wealth management firm that combine expertise in:
- Asset management
- Tax planning
- Estate, gifting and legacy succession planning
- Retirement planning
Scott's firm uses an integrated approach to financial management that focuses on the client's goals and objectives. As a fee-only investment adviser, he works in an environment free of commissions and conflicts arising from in-house investment products.
Carl Schopfer (CRD# 4482771) is an Investment Advisor Representative working at Northwest Capital Management Inc. in Lake Oswego, OR and has over 22 years of experience in the finance industry.