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Michelle Castano Garcia

NORTHWEST INVESTMENT COUNSELORS LLC·LAKE OSWEGO, Oregon
Clean recordNORTHWEST INVESTMENT COUNSELORS LLC
5 CENTERPOINTE DRIVE, LAKE OSWEGO, OR 97035CRD# 4180941Firm CRD# 327970

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michelle Castano Garcia · LAKE OSWEGO, OR
Registration
CRD #4180941 · NORTHWEST INVESTMENT COUNSELORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michelle Castano Garcia is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with NORTHWEST INVESTMENT COUNSELORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NORTHWEST INVESTMENT COUNSELORS LLC
NORTHWEST INVESTMENT COUNSELORS
AUM
$592M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at NORTHWEST INVESTMENT COUNSELORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4180941
Firm CRD# 327970
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michelle Castano Garcia offer?
Michelle Castano Garcia specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Michelle Castano Garcia's credentials?
Michelle Castano Garcia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Castano Garcia located?
Michelle Castano Garcia is based in LAKE OSWEGO, Oregon, working with NORTHWEST INVESTMENT COUNSELORS LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Michelle Castano Garcia charge for services?
Michelle Castano Garcia's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHWEST INVESTMENT COUNSELORS LLC?
NORTHWEST INVESTMENT COUNSELORS LLC has approximately 7 employees and manages $592M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NORTHWEST INVESTMENT COUNSELORS LLC

Matthew John Nicol Roehr
LAKE OSWEGO, OR
Mark Edward Scarlett
LAKE OSWEGO, OR

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
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City Guides
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Research
Advisor Fees in OregonNational Fee Analysis
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