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Stephen Lee Douglass

NORTHWEST CAPITAL MANAGEMENT INC·PORTLAND, Oregon
Unclaimed Profile
13333 SW 68TH PARKWAY, PORTLAND, OR 97223CRD# 2238275Firm CRD# 108091
01

About

Stephen Lee Douglass 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.

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# 2238275
Firm CRD# 108091
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Lee Douglass offer?
Stephen Lee Douglass specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.
What are Stephen Lee Douglass's credentials?
Stephen Lee Douglass is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Lee Douglass located?
Stephen Lee Douglass 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 Stephen Lee Douglass charge for services?
Stephen Lee Douglass'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
LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
LAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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