|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Northwest Capital Management Inc
✚
|
|
|---|---|
| CRD # | 108091 |
| SEC # | 801-56420 |
| CIK # | 0001730404 |
| AUM | $7.6 B (2025-04-09) |
| Employees | 17 (47% Investors, 0% Brokers) |
| Phone | 503-597-1616 |
| Address | 1 Centerpointe Drive Lake Oswego, OR 97035 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 14.8 | ||
| Apple Inc | 8.4 | ||
| Procter & Gamble Co | 4.8 | ||
| Amazon Com Inc | 2.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 217 | 0.1 |
| (b) Individuals (high net worth individuals) | 117 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 81 | 3.3 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 31 | 3.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,199 | 7.6 |
| By Discretionary | ||
| Discretionary | 1,038 | 1.4 |
| Non-Discretionary | 161 | 6.2 |
| Total | 1,199 | 7.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.6 | |
| Total | 1,199 | 7.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001730404] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Shuster Advisory Group LLC
✚
|
CA | 7.9 |
|
Sentry Management Inc
✚
|
TX | 7.8 |
|
F L Putnam Investment Management Co
✚
|
MA | 7.7 |
|
Snowden Capital Advisors LLC
✚
|
NY | 7.6 |
|
Farther Finance Advisors LLC
✚
|
CA | 7.5 |
|
Intellicents Investment Solutions Inc
✚
|
MN | 7.4 |
|
Centaurus Financial Inc
✚
|
CA | 7.3 |
|
US Capital Wealth Advisors LLC
✚
|
TX | 7.3 |
|
Jonathan Roberts Advisory Group Inc
✚
|
FL | 7.2 |
|
Foundations Investment Advisors LLC
✚
|
AZ | 7.2 |