Northwest Capital Management

Northwest Capital Management

Financial Services, Sw 68th Pkwy Ste 230, Lake Oswego, , 97223, Oregon, 13333, United States, 11-50 Employees

nwcm.com

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Who is NORTHWEST CAPITAL MANAGEMENT

Northwest Capital Management, Inc. was founded in 1998 in Portland, Oregon as an independent and privately-held investment advisory firm. Our team of professionals provides over 150 years...

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  • 13333 Sw 68th Pkwy Ste 230, Lake Oswego, Oregon, 97223, United States Headquarters: 13333 Sw 68th Pkwy Ste 230, Lake Oswego, Oregon, 97223, United States
  • 1998 Date Founded: 1998
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

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Northwest Capital Management Org Chart and Mapping

Employees

Scott Rhodes

Senior Investment Advisor & Partner

Bryan Smith

Operations Manager, Wealth Management

Qka Nicholas Axline

Retirement Plan Services Associate

Thomas Resner

Director of Plan Operations

Valerie Haley

Retirement Plan Services Associate

Shannon Spencer

Client Relationship Manager

Brent Petty

President of Advisory Services

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Frequently Asked Questions Regarding Northwest Capital Management

Answer: Northwest Capital Management's headquarters are located at Sw 68th Pkwy Ste 230, Lake Oswego, , 97223, Oregon, 13333, United States

Answer: Northwest Capital Management's phone number is 50********

Answer: Northwest Capital Management's official website is https://nwcm.com

Answer: Northwest Capital Management's revenue is $10 Million to $25 Million

Answer: Northwest Capital Management's SIC: 6282

Answer: Northwest Capital Management's NAICS: 523940

Answer: Northwest Capital Management has 11-50 employees

Answer: Northwest Capital Management is in Financial Services

Answer: Northwest Capital Management contact info: Phone number: 50******** Website: https://nwcm.com

Answer: Northwest Capital Management, Inc. was founded in 1998 in Portland, Oregon as an independent and privately-held investment advisory firm. Our team of professionals provides over 150 years of collective knowledge serving clients in Wealth Management, Institutional Asset Management (Foundations and Endowments), and Qualified Retirement Plans. Our staff hold professional designations such as the Certified Financial Planner (TM) and the Chartered Financial Analyst (CFA) designations. NWCMs consulting philosophy begins with the premise that each client has a unique set of considerations and objectives which require a customized strategy. It is our job to work with clients to tailor these strategies using industry best practices to help financial success. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Investment advisory services also offered through NWCM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

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