Investment adviser · CRD 327970
NORTHWEST INVESTMENT COUNSELORS
Investment adviser filing (IA)
NORTHWEST INVESTMENT COUNSELORS LLC
LAKE OSWEGO, OR, United States · Form ADV filed Nov 11, 2024
- Regulatory AUM
- $592M Form ADV · Item 5.F
- Client accounts
- 886 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 308 | $410,079,000 | 69.3% |
| High-net-worth individuals | 19 | $167,065,000 | 28.2% |
| Charities | Fewer than 5 | $8,405,000 | 1.4% |
| Retirement plans | Fewer than 5 | $6,251,000 | 1.1% |
Filing source
Form ADV 1912652 · Nov 11, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 11, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
5 CENTERPOINTE DRIVE, SUITE 270LAKE OSWEGO, OR, 97035, United States
CRD 327970
Filing source
Form ADV 1912652 · Nov 11, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.