Northwest Investment Counselors LLC
Legal Name: NORTHWEST INVESTMENT COUNSELORS LLC
Full Contact Details
Northwest Investment Counselors LLC
5885 MEADOWS ROAD, SUITE 860, LAKE OSWEGO, OR
800-685-7884
503-905-2995
Other Info
Northwest Investment Counselors LLC is a registered OR Limited Liability Company with a team of 6 employees, of which 5 are in advisory roles. While the number of clients served is unknown, the firm's SEC status has been approved since Mar 18, 1999, ensuring regulatory compliance in their financial analysis work.
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…
Direct Owners
-
CHRISTEL PARKINSON TURKIEWICZ
RELATIONSHIP MANAGER owns more than 5% but less than 10%
-
MARK EDWARD SCARLETT
MEMBER owns more than 25% but less than 50%
-
MATTHEW JOHN NICOL ROEHR
CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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MICHELLE CASTANO GARCIA
RELATIONSHIP MANAGER owns more than 10% but less than 25%
Firms Located Nearby
- Andersonfisher LLC
- Maxim Capital Management LLC
- Spectrum Strategic Capital Management LLC
- Jensen Investment Management Inc
- Willamette Financial Advisors LLC
- CGC Financial Services LLC
- Pacific Ridge Capital Partners LLC
- Vergepointe Wealth Management LLC
- Etesian Wealth Advisors Inc
- Horst & Graben Wealth Management LLC
News
- 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