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Mark Daniel Applegarth

NORTHWEST CAPITAL MANAGEMENT INC·LAKE OSWEGO, Oregon
SIE, Series 27, Series 99TOClean recordNORTHWEST CAPITAL MANAGEMENT INC
1 CENTERPOINTE DRIVE, LAKE OSWEGO, OR 97035CRD# 5243868Firm CRD# 108091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Daniel Applegarth · LAKE OSWEGO, OR
Registration
CRD #5243868 · NORTHWEST CAPITAL MANAGEMENT INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
NORTHWEST CAPITAL MANAGEMENT INC
CRD 108091 · SEC 801-56420
AUM
$6.9B
Regulatory assets under management
Employees
17
1,409 client accounts
Services offered by NORTHWEST CAPITAL MANAGEMENT INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at NORTHWEST CAPITAL MANAGEMENT INC →
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04

Frequently Asked Questions

What services does Mark Daniel Applegarth offer?
Mark Daniel Applegarth specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Mark Daniel Applegarth's credentials?
Mark Daniel Applegarth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Daniel Applegarth located?
Mark Daniel Applegarth is based in LAKE OSWEGO, Oregon, working with NORTHWEST CAPITAL MANAGEMENT INC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Mark Daniel Applegarth charge for services?
Mark Daniel Applegarth's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHWEST CAPITAL MANAGEMENT INC?
NORTHWEST CAPITAL MANAGEMENT INC has approximately 17 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NORTHWEST CAPITAL MANAGEMENT INC

Frederick Joseph Payne
LAKE OSWEGO, OR
Brent Jameson Petty
LAKE OSWEGO, OR
Jamie Marie Carroll
LAKE OSWEGO, OR
CFP
Axel Herbert Flichtbeil
PORTLAND, OR
Scott Alan Rhodes
LAKE OSWEGO, OR

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Nearby cities in Oregon
PORTLAND (296)BEND (36)EUGENE (32)SALEM (30)BEAVERTON (21)MEDFORD (15)CLACKAMAS (14)GRANTS PASS (8)JACKSONVILLE (8)WEST LINN (8)
City Guides
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Research
Advisor Fees in OregonNational Fee Analysis
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