NORTHWEST FINANCIAL PLANNING CORP
Legal name: NORTHWEST FINANCIAL OF OREGON
CRD #104660 SEC #801-19003 PORTLAND, OR 503.222.9050
SEC Registered
Total AUM
$43.5M
Discretionary
$39M
Employees
5
Clients
25
Accounts
126
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2006 | $46M | $41.8M | $4.2M | 5 | -- |
| Dec 2005 | $43.5M | $39M | $4.5M | 5 | -- |
| Sep 2005 | $43.5M | $39M | $4.5M | 5 | -- |
| Mar 2002 | $27.2M | $26.3M | $901.9K | 5 | -- |
| Jun 2001 | $27.4M | $26.5M | $897.7K | 5 | -- |
| May 2001 | $28.3M | $26.5M | $1.8M | 5 | -- |
| May 2001 | $28.3M | $26.5M | $1.8M | 5 | -- |
DateFeb 2006
Total AUM$46M
Discretionary$41.8M
Non-Disc.$4.2M
Employees5
Clients--
DateDec 2005
Total AUM$43.5M
Discretionary$39M
Non-Disc.$4.5M
Employees5
Clients--
DateSep 2005
Total AUM$43.5M
Discretionary$39M
Non-Disc.$4.5M
Employees5
Clients--
DateMar 2002
Total AUM$27.2M
Discretionary$26.3M
Non-Disc.$901.9K
Employees5
Clients--
DateJun 2001
Total AUM$27.4M
Discretionary$26.5M
Non-Disc.$897.7K
Employees5
Clients--
DateMay 2001
Total AUM$28.3M
Discretionary$26.5M
Non-Disc.$1.8M
Employees5
Clients--
DateMay 2001
Total AUM$28.3M
Discretionary$26.5M
Non-Disc.$1.8M
Employees5
Clients--