Brent
Petty

Northwest Capital Management Inc

CRD#4033087
Investment Advisor
in Portland, OR

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About this Advisor

Brent Petty is an advisor whose office is in Portland, Oregon. Currently an investment advisor at Northwest Capital Management Inc, Petty has 15 years of practice as an investment advisor. Petty maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Petty can serve investors in Arizona, California, Oregon and Washington. Petty has gained experience at Hpnorthwest and Northwest Capital Management, Inc. Northwest Capital Management Inc is headquartered in Portland, Oregon. As a company, Northwest Capital Management Inc manages $4 billion in assets across 1,133 client accounts and retains 15 staff members. The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. The firm manages 942 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 32% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Northwest Capital Management Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

13333 Sw 68Th Pkwy Suite 230
Portland, OR 97223

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Northwest Capital Management Inc Brokerage Details

Total Assets Under Management

$3,976,185,988

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

15

OR Average: 50
Total Number of Accounts

1,133

OR Average: 1,309
Average Account Size

$3,509,432

OR Average: $855,770

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Brent Petty Work History

Brent has 15 years of experience.

2008 - Present (13 years)

Hpnorthwest

2005 - Present (16 years)

Northwest Capital Management, Inc

Disclosures

Brent Petty has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Northwest Capital Management Inc

Christopher Martin
Portland, OR
Joan Lintz
Portland, OR
Carl Schopfer
Portland, OR
Christopher Haddon
Portland, OR
Ian Pileggi
Portland, OR
Brent Petty
Portland, OR
Scott Rhodes
Seattle, WA
Frederick Payne
Portland, OR

This content was compiled from the SEC and FINRA.

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