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| Northwest Capital Management Inc
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|---|---|
| CRD # | 108091 |
| SEC # | 801-56420 |
| CIK # | 0001730404 |
| AUM | 8,518.6 M (2026-05-05) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 503-597-1616 |
| Address | 1 Centerpointe Drive Lake Oswego, OR 97035 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 4.2 | ||
| Microsoft Corp | 1.5 | ||
| Facebook Inc | 0.4 | ||
| Uber Technologies Inc | 0.3 | ||
| Amgen Inc | 0.3 | ||
| iShares Comex Gold Trust | 0.2 | ||
| Costco Wholesale Corp /NEW | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 0.0 |
| (b) Individuals (high net worth individuals) | 56 | 0.1 |
| (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 | 4.9 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 25 | 3.5 |
| (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 | 3 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 301 | 8.5 |
| By Discretionary | ||
| Discretionary | 141 | 0.1 |
| Non-Discretionary | 160 | 8.4 |
| Total | 301 | 8.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.5 | |
| Total | 301 | 8.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001730404] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.1B |
| Serves | Institutional, Retail, Research |
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