Christopher
Martin

Northwest Capital Management Inc

CRD#1976283
Investment Advisor
in Portland, OR

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About this Advisor

Christopher Martin is a financial advisor working out of Portland, Oregon, who has been in the financial industry for 10 years. Martin is currently employed by Northwest Capital Management Inc. During their career, the advisor has held roles at Morgan Stanley Smith Barney, Heintzberger Payne Advisors and Morgan Stanley Private Bank, National Association. Martin maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California, Oregon and Washington. Northwest Capital Management Inc is an advisory company that has its headquarters in Portland, Oregon. The investment advisory business has a total of 15 employees. It handles $4 billion in assets between its 1,133 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises four charitable organizations. Of its 1,133 client accounts, 32% are associated with high-net-worth individuals who have at least $1 million in assets. Northwest Capital Management Inc offers a number of services, such as 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 largely depend on the type of financial services. Fee types billed by Northwest Capital Management Inc can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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 Martin Work History

Christopher has 10 years of experience.

2015 - Present (6 years)

Morgan Stanley Private Bank, National Association

2014 - Present (7 years)

Heintzberger Payne Advisors

2010 - Present (11 years)

Morgan Stanley Smith Barney

Disclosures

Christopher Martin 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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