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Mark Daniel Applegarth

NORTHWEST CAPITAL MANAGEMENT INC·LAKE OSWEGO, Oregon
Unclaimed Profile
1 CENTERPOINTE DRIVE, LAKE OSWEGO, OR 97035CRD# 5243868Firm CRD# 108091
01

About

Mark Daniel Applegarth is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with NORTHWEST CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
NORTHWEST CAPITAL MANAGEMENT INC
NORTHWEST CAPITAL MANAGEMENT INC.
AUM
$6.9B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at NORTHWEST CAPITAL MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5243868
Firm CRD# 108091
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Oregon
PORTLAND (575)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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