| Name | Title | Ownership | Since |
|---|---|---|---|
| Carson Group Holdings, LLC. Control | Direct Owner | Over 75% | 2023 |
| George Burton White Control | President/Director | Under 5% | 2023 |
| James Clements Control | Svp, Chief Compliance Officer | Under 5% | 2023 |
Northwest Capital Management Inc reports $7.6 billion in regulatory assets under management on its Form ADV.
Northwest Capital Management Inc reports 17 employees.
Northwest Capital Management Inc is based in Lake Oswego, OR and has been SEC-registered since 1999.
Northwest Capital Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1 Centerpointe Drive, Suite 115, Lake Oswego, OR 97035 |
| Phone | 503-597-1616 |
| Fax | 866-611-9560 |
| Office hours | 8:30 a.m. To 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.39B |
| Non-discretionary | $6.16B |
| Total (RAUM) | $7.55B |