firm profile
Northwest Capital Management Inc.
Overview
Northwest Capital Management Inc. is an SEC registered investment adviser based in Lake Oswego, OR, registered since 1999. It reports $8.5B in assets under management across 301 accounts, with 11 employees. It has 6 investment adviser representatives.
- Reported AUM
- $8.5B
- Discretionary
- 1%
- Accounts
- 301
- Average account
- $28.3M
- Employees
- 11
- Advisory reps
- 6
- Registered since
- 1999
- Jurisdictions
- 7
As reported in the firm's May 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 6
- George Burton White President, Director CRD 3057759
- Kristin Streff Chief Compliance Officer CRD 8253891
- Lantz Guy Hunt Svice President, Chief Integrations Officer CRD 3017958
3 more executive officers, with direct contact details
Advisory reps 3 of 6
- Jason Nicholas Alvarado Investment Adviser Rep CRD 6365226
- Mia Tinyi Heinrichs Investment Adviser Rep CRD 7828176
- Mary Johnson Investment Adviser Rep CRD 6617193
3 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1 Centerpointe Dr Ste 115
Lake Oswego, OR 97035 - County
- Clackamas
- Metro area
- Portland-Vancouver-Hillsboro, OR-WA
- Region
- West
Registrations
- SEC registered
- Registered in 7 jurisdictions
- Website: bcorporation.net/community/northwest-capital-management-inc
Every state, with registration dates
Similar firms near Lake Oswego
- Aldrich Wealth LPLake Oswego, OR$7.6B AUM
- Jensen Investment Management Inc.Lake Oswego, OR$6.5B AUM
- Human InvestingLake Oswego, OR$2.2B AUM
- Quest Investment Management, LLCLake Oswego, OR$1.7B AUM
- Aerodigm Wealth LLCLake Oswego, OR$1.5B AUM
request a demo
See what we have on Northwest Capital Management Inc.
We'll walk you through the full profile and how to find more firms like this one.