RIA Intelligence

NORTHWEST INVESTMENT COUNSELORS LLC

Legal name: NORTHWEST INVESTMENT COUNSELORS

CRD #327970 SEC #801-128752 LAKE OSWEGO, OR 800-685-7884
SEC Registered
Total AUM
$591.8M
Discretionary
$590.2M
Employees
7
Clients
11
Accounts
886

Firm Details

Organization Type
Limited Liability Company
State of Formation
Washington
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 11, 2024
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ROEHR, MATTHEW, JOHN NICOLICHIEF COMPLIANCE OFFICERC Control
ROEHR, MATTHEW, JOHN NICOLICHIEF COMPLIANCE OFFICERC Control
ROEHR, MATTHEW, JOHN NICOLICHIEF COMPLIANCE OFFICERC Control
ROEHR, MATTHEW, JOHN NICOLICHIEF COMPLIANCE OFFICERC Control
ROEHR, MATTHEW, JOHN NICOLICHIEF COMPLIANCE OFFICERC Control
ROEHR, MATTHEW, JOHN NICOLICHIEF COMPLIANCE OFFICERC Control
ROEHR, MATTHEW, JOHN NICOLICHIEF COMPLIANCE OFFICERC Control
SCARLETT, MARK, EDWARDIMEMBERC Control
SCARLETT, MARK, EDWARDIMEMBERC Control
SCARLETT, MARK, EDWARDIMEMBERC Control
SCARLETT, MARK, EDWARDIMEMBERC Control
SCARLETT, MARK, EDWARDIMEMBERC Control
SCARLETT, MARK, EDWARDIMEMBERC Control
SCARLETT, MARK, EDWARDIMEMBERC Control
GARCIA, MICHELLE, CASTANOIRELATIONSHIP MANAGERB Control
GARCIA, MICHELLE, CASTANOIRELATIONSHIP MANAGERB Control
GARCIA, MICHELLE, CASTANOIRELATIONSHIP MANAGERB Control
GARCIA, MICHELLE, CASTANOIRELATIONSHIP MANAGERB Control
GARCIA, MICHELLE, CASTANOIRELATIONSHIP MANAGERB Control
GARCIA, MICHELLE, CASTANOIRELATIONSHIP MANAGERB Control
GARCIA, MICHELLE, CASTANOIRELATIONSHIP MANAGERB Control
TURKIEWICZ, CHRISTEL, PARKINSONIRELATIONSHIP MANAGERA Control
TURKIEWICZ, CHRISTEL, PARKINSONIRELATIONSHIP MANAGERA Control

Registrations

Federal

IA
Nov 11, 2024 REGISTERED

Notice Filings (4)

CA OR TX WA

Address

5 CENTERPOINTE DRIVE
SUITE 270
LAKE OSWEGO, OR 97035
United States
Phone: 800-685-7884