Northwest Investment Counselors LLC
Nombre legal: NORTHWEST INVESTMENT COUNSELORS LLC
Detalles de contacto completos
Northwest Investment Counselors LLC
5885 MEADOWS ROAD, SUITE 860, LAKE OSWEGO, OR
800-685-7884
503-905-2995
Otra información
Northwest Investment Counselors LLC es una compañía de responsabilidad limitada registrada en Oregon con un equipo de 6 empleados, de los cuales 5 tienen roles de asesoramiento. Si bien se desconoce el número de clientes atendidos, el estado de la SEC de la empresa ha sido aprobado desde el 18 de marzo de 1999, lo que garantiza el cumplimiento regulatorio en su trabajo de análisis financiero.
Northwest Investment Counselors | Live Well. Retire Better.
About Us Message From Our Founders Our Team Fiduciary Duty Certifications What We Do Investments Trusts Planning Commentary Newsletters Web Recordings Contact Schwab Alliance Black Diamond Select Page InvestmentsClients receive investment management through customized asset allocation tailored to th…
Propietarios directos
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CHRISTEL PARKINSON TURKIEWICZ
RELATIONSHIP MANAGER posee más del 5% pero menos del 10%
-
MARK EDWARD SCARLETT
MEMBER posee más del 25% pero menos del 50%
-
MATTHEW JOHN NICOL ROEHR
CHIEF COMPLIANCE OFFICER posee más del 25% pero menos del 50%
-
MICHELLE CASTANO GARCIA
RELATIONSHIP MANAGER posee más del 10% pero menos del 25%
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Noticias
- Navigating the Tides of Change: How Northwest Investment Counselors Adjusted Their Sails in Early 2024
- Northwest Investment Counselors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Northwest Investment Counselors, LLC - Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Northwest Investment Counselors, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Navigating the Changes in Fund Holdings: Northwest Investment Counselors, LLC Q4 2022 vs. Q1 2023
Top Holdings
- SCHWAB STRATEGIC TR $20,899k
- ISHARES $12,398k
- MICROSOFT CORP $10,758k
- ISHARES G $9,527k
- SCHWAB STRATEGIC TR US SML CAP ETF $8,527k
- SCHWAB STRATEGIC TR $6,732k
- GLOBAL X FDS $6,161k
- JOHNSON & JOHNSON $5,052k
- ORACLE CORP $4,666k
- Apple Inc $4,553k