Company Overview
- Headquarters
- 1 Centerpointe Drive, Lake Oswego OR
- Website
- nwcm.com
- Employees
- 27
- Founded in
- 1998
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is Northwest Capital Management Inc
Northwest Capital Management, Inc. is a privately-held investment advisory firm based in Portland, Oregon. Founded in 1998, the company employs 27 people. Northwest Capital Management provides a range of services, including wealth management, institutional asset management for foundations and endowments, and qualified retirement plans. They serve clients with customized strategies tailored to their individual needs and objectives. The company's team of professionals boasts over 150 years of combined experience and holds designations such as the Certified Financial Planner (TM) and Chartered Financial Analyst (CFA). Investment advisory services are offered through CWM, LLC, and NWCM, LLC, both SEC Registered Investment Advisors. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
Company Leadership
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10M | 35 | Dallas, TX | 1961 | |
| 10M | 23 | San Francisco, CA | ||
| 10M | 1 | Miami Beach, FL | ||
| 10M | 7 | Burr Ridge, IL | 2012 | |
| 10M | 1 | Cheyenne, WY | 1953 |