Christopher
Haddon

Northwest Capital Management Inc

CRD#3059085
Investment Advisor
in Portland, OR

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About this Advisor

Christopher Haddon is a financial advisor operating out of Portland, Oregon, who has been in the industry for 12 years. Haddon currently works for Northwest Capital Management Inc. During their career, Haddon has held roles at Massmutual Financial Group, Mml Investors Services, Inc, Transamerica Retirement Services, Diversified Investors Securities Corp, Rbc Capital Markets, LLC and Northwest Capital Management. Haddon maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to serve investors in California, Idaho, Oregon and Washington. Northwest Capital Management Inc is a registered investment firm headquartered in Portland, Oregon. The firm has a total of 15 advisors. It manages $4 billion in assets between its 1,133 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to four charities and foundations. Of its 1,133 customer accounts, 32% are associated with high-net-worth individuals who have more than $1 million in assets. The firm provides a broad range 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. Financial management fees are based on the type of financial services. Fee types charged by Northwest Capital Management Inc most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 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

Christopher Haddon Work History

Christopher has 12 years of experience.

2020 - Present (1 year)

Northwest Capital Management

2014 - 2020 (6 years)

Rbc Capital Markets, LLC

2011 - 2013 (2 years)

Transamerica Retirement Services

2011 - 2013 (2 years)

Diversified Investors Securities Corp

2008 - 2011 (3 years)

Massmutual Financial Group

2008 - 2011 (3 years)

Mml Investors Services, Inc

Disclosures

Christopher Haddon 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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