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| Happy Holidays!! thanks for using AUM13F!! |
| Northwest Quadrant LLC
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| CRD # | 158455 |
| SEC # | 801-72636 |
| CIK # | 0001697767 |
| AUM | $534.0 M (2025-05-28) |
| Employees | 6 (33% Investors, 17% Brokers) |
| Phone | 541-388-9888 |
| Address | 650 SW Bond St Bend, OR 97702 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001697767 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.6 | ||
| Costco Wholesale Corp /NEW | 2.7 | ||
| Lilly Eli & Co | 2.3 | ||
| Amazon Com Inc | 2.0 | ||
| Caterpillar Inc | 1.5 | ||
| Alphabet Inc | 1.4 | ||
| Microsoft Corp | 1.3 | ||
| Deere & Co | 1.3 | ||
| Mastercard Inc | 1.0 | ||
| Chevron Corp | 1.0 | ||
| Automatic Data Processing Inc | 1.0 | ||
| Procter & Gamble Co | 0.8 | ||
| Cisco Systems Inc | 0.7 | ||
| Johnson & Johnson | 0.7 | ||
| International Business Machines Corp | 0.7 | ||
| Lockheed Martin Corp | 0.6 | ||
| Cummins Inc | 0.5 | ||
| Philip Morris International Inc | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 689 | 136.8 |
| (b) Individuals (high net worth individuals) | 348 | 386.0 |
| (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 | 7 | 6.9 |
| (h) Charitable organizations | 0 | 0.3 |
| (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 | 6 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,741 | 534.0 |
| By Discretionary | ||
| Discretionary | 1,733 | 529.3 |
| Non-Discretionary | 8 | 4.6 |
| Total | 1,741 | 534.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 534.0 | |
| Total | 1,741 | 534.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001697767] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clean Yield Group Inc
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|
VT | 0.5 |
|
5C Capital Management LLC
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NJ | 0.5 |
|
Precedent Wealth Partners LLC
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TX | 0.5 |
|
BCU Wealth Advisors LLC
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|
IL | 0.5 |
|
Iron Horse Wealth Management LLC
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|
IA | 0.5 |
|
Nicollet Investment Management Inc
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|
MN | 0.5 |
|
Hudson Value Partners LLC
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|
FL | 0.5 |
|
Trunorth Capital Management LLC
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|
MI | 0.5 |
|
Wise Planning Inc
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|
0.5 | |
|
Global Wealth Management Investment Advisory Inc
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|
FL | 0.5 |