Alexander
Dolle

Northwest Investment Counselors

CRD#6324087
Investment Advisor
in Lake Oswego, OR

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About this Advisor

Alexander Dolle is a financial advisor based in Lake Oswego, Oregon, working with Northwest Investment Counselors. Alexander has previously held a position at Northwest Investment Counselors, LLC and is registered to provide services in Oregon. Currently, Alexander is part of Northwest Investment Counselors, which operates out of Lake Oswego, Oregon. The firm has 7 employees and manages assets totaling $591.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Northwest Investment Counselors includes asset-based fees.

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

5885 Meadows Road Suite 860
Lake Oswego, OR 97035

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Northwest Investment Counselors Brokerage Details

Total Assets Under Management

$591,800,000

OR Average: $1,120,203,312
Total Number of Employees

7

OR Average: 50
Total Number of Accounts

886

OR Average: 1,309
Average Account Size

$667,946

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Alexander Dolle Work History

2014 - Present (10 years)

Northwest Investment Counselors, LLC

Disclosures

Please visit the SEC profile of Alexander Dolle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Northwest Investment Counselors

Alexander Dolle
Lake Oswego, OR
Michelle Garcia
Lake Oswego, OR
Erica Jean Cortez
Lake Oswego, OR
Matthew Roehr
Lake Oswego, OR
Mark Scarlett
Lake Oswego, OR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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