Overview
Assets Under Management: $534 million
Headquarters: LAKE OSWEGO, OR
High-Net-Worth Clients: 15
Average Client Assets: $8.4 million
Frequently Asked Questions
NORTHWEST INVESTMENT COUNSELORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107953), NORTHWEST INVESTMENT COUNSELORS is subject to fiduciary duty under federal law.
NORTHWEST INVESTMENT COUNSELORS is headquartered in LAKE OSWEGO, OR.
NORTHWEST INVESTMENT COUNSELORS serves 15 high-net-worth clients according to their SEC filing dated November 20, 2023. View client details ↓
According to their SEC Form ADV, NORTHWEST INVESTMENT COUNSELORS offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
NORTHWEST INVESTMENT COUNSELORS manages $534 million in client assets according to their SEC filing dated November 20, 2023.
According to their SEC Form ADV, NORTHWEST INVESTMENT COUNSELORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.63%
Average Client Assets: $8.4 million
Total Client Accounts: 344
Discretionary Accounts: 343
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 107953
Filing ID: 1800837
Last Filing Date: 2023-11-20 12:37:00