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| Happy Holidays!! thanks for using AUM13F!! |
| Northwest Investment Counselors LLC
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| CRD # | 327970 |
| SEC # | 801-128752 |
| CIK # | 0001428350 |
| AUM | $591.8 M (2024-11-11) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 800-685-7884 |
| Address | 5 Centerpointe Drive Lake Oswego, OR 97035 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 35.0 | ||
| Apple Inc | 14.6 | ||
| Oracle Corp | 12.9 | ||
| Caterpillar Inc | 8.5 | ||
| Alphabet Inc | 7.6 | ||
| Fair Isaac Corp | 6.9 | ||
| Carrier Global Corp | 6.8 | ||
| Amazon Com Inc | 5.9 | ||
| Emerson Electric Co | 5.6 | ||
| Wal Mart Stores Inc | 5.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 308 | 410.1 |
| (b) Individuals (high net worth individuals) | 19 | 167.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.3 |
| (h) Charitable organizations | 0 | 8.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 886 | 591.8 |
| By Discretionary | ||
| Discretionary | 885 | 590.2 |
| Non-Discretionary | 1 | 1.6 |
| Total | 886 | 591.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 591.8 | |
| Total | 886 | 591.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001428350] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Foundation Wealth Management LLC
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|
MO | 0.6 |
|
The Marshall Financial Group LLC
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|
MD | 0.6 |
|
Curran Financial Partners LLC
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|
SC | 0.6 |
|
Greenwich Investment Management Inc
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|
CT | 0.6 |
|
Quantum Financial Planning Services Inc
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|
WA | 0.6 |
|
Cyrus J Lawrence LLC
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|
NY | 0.6 |
|
Gradient Securities LLC
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|
MN | 0.6 |
|
Quantum Financial Services Inc
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|
IN | 0.6 |
|
Compass Capital Corporation
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|
MA | 0.6 |
|
Lauterbach Financial Advisors LLC
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|
TX | 0.6 |