Claim Profile
MN

Mark Nmn Nowak

TRUE WEST MANAGEMENT COMPANY, LLC·PORTLAND, Oregon
Unclaimed Profile
1355 NW EVERETT STREET, PORTLAND, OR 97209CRD# 5023474Firm CRD# 160825
01

About

Mark Nmn Nowak is a registered financial advisor based in PORTLAND, Oregon, affiliated with TRUE WEST MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
TRUE WEST MANAGEMENT COMPANY, LLC
TRUE WEST MANAGEMENT COMPANY, LLC
AUM
$31M
Regulatory assets under management
Employees
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5023474
Firm CRD# 160825
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PORTLAND?

Browse all registered financial advisors in PORTLAND, Oregon or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Mark Nmn Nowak offer?
Mark Nmn Nowak specializes in Retirement Planning. Contact their office in PORTLAND, Oregon for a consultation.
What are Mark Nmn Nowak's credentials?
Mark Nmn Nowak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Nmn Nowak located?
Mark Nmn Nowak is based in PORTLAND, Oregon, working with TRUE WEST MANAGEMENT COMPANY, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Mark Nmn Nowak charge for services?
Mark Nmn Nowak's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRUE WEST MANAGEMENT COMPANY, LLC?
TRUE WEST MANAGEMENT COMPANY, LLC is a registered investment adviser with the SEC, managing $31M in regulatory assets under management. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty