Northwest Capital Management

EST. AUM
$8,518,580,384

CONTACTS
10

CLIENT ACCOUNTS
301

Firm Details

Metro area Portland, OR
CRD Number 108091
Website nwcm.com
Client types

Overview

NW Capital Management has about $4B in assets. Client base is largely DC plans and other retirement plans. They do have a high net worth practice as well, which is about 25% of their business. Core client portfolios are 2/3 passive index ETFs and then the balance, a 1/3 in active strategies. Important note for those with alternatives, they have very little alternative exposure, effectively zero alternatives. Client base is largely DC plans and other retirement plans. So with that, they have 2/3 passive-index ETFs, and then a balance, 1/3 in active strategies.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Northwest Capital Management

Platform Details

Investment Preferences

Alternative Activity

Address

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