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NORTHWEST INVESTMENT COUNSELORS LLC
NORTHWEST INVESTMENT COUNSELORS LLC
NORTHWEST INVESTMENT COUNSELORS
LAKE OSWEGO, Oregon
·
3 registered advisors
·
CRD# 327970
SEC# 801-128752
0
800-685-7884
01
Firm Overview
AUM
$592M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at NORTHWEST INVESTMENT COUNSELORS LLC
3 registered advisors
Mark Edward Scarlett
LAKE OSWEGO, Oregon
CRD# 2297164
Matthew John Nicol Roehr
LAKE OSWEGO, Oregon
CRD# 1882121
Michelle Castano Garcia
LAKE OSWEGO, Oregon
CRD# 4180941
05
Office Locations
LAKE OSWEGO, Oregon
3 advisors
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Data sourced from SEC Form ADV filings. NORTHWEST INVESTMENT COUNSELORS LLC (CRD# 327970) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.