Unclaimed Profile

Lucas Matthew Olsen

NORTHWEST CAPITAL MANAGEMENT INC·PORTLAND, Oregon

Clean recordNORTHWEST CAPITAL MANAGEMENT INC

13333 SW 68TH PARKWAY, PORTLAND, OR 97223CRD# 6624475Firm CRD# 108091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lucas Matthew Olsen · PORTLAND, OR

Registration

CRD #6624475 · NORTHWEST CAPITAL MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lucas Matthew Olsen is a registered financial advisor based in PORTLAND, Oregon, affiliated with NORTHWEST CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

NORTHWEST CAPITAL MANAGEMENT INC

NORTHWEST CAPITAL MANAGEMENT INC.

AUM

$6.9B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6624475

Firm CRD# 108091

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lucas Matthew Olsen offer?

Lucas Matthew Olsen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Lucas Matthew Olsen's credentials?

Lucas Matthew Olsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lucas Matthew Olsen located?

Lucas Matthew Olsen is based in PORTLAND, Oregon, working with NORTHWEST CAPITAL MANAGEMENT INC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Lucas Matthew Olsen charge for services?

Lucas Matthew Olsen'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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