Brent
Petty
Northwest Capital Management Inc
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About this Advisor
Brent Petty is a financial advisor who works in Lake Oswego, Oregon with a total of 18 years of relevant experience. Petty is an employee of Northwest Capital Management Inc. Petty has gained experience at Hpnorthwest and Northwest Capital Management, Inc. Petty holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Arizona, California, Oregon and Washington. Northwest Capital Management Inc is a firm that has its headquarters in Lake Oswego, OR. The firm has a total of 17 advisors. It has $6 billion in assets among its 995 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves three charities and foundations. Of its 995 accounts, 27% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Northwest Capital Management Inc has a number of services, including 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. Fees for financial management usually depend on which service is offered. However, fees charged by Northwest Capital Management Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northwest Capital Management Inc Brokerage Details
$5,476,500,419
17
995
$5,504,021
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 been registered as a financial advisor for 18 years.*
Hpnorthwest
Northwest Capital Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brent Petty 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 Capital Management Inc
Lake Oswego, OR
Lake Oswego, OR
Bellevue, WA
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Seattle, WA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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