Northwest Capital Management Inc
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
Years of Experience
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Northwest Capital Management Inc Brokerage Details
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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.
Northwest Capital Management, Inc
Brent Petty has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Northwest Capital Management Inc