Northwest Capital Management Inc
About this Advisor
Ian Pileggi is a financial advisor in Portland, Oregon. Currently a registered advisor at Northwest Capital Management Inc, they have gathered 13 years of professional experience as a financial advisor. Pileggi holds a Series 65 license, designating them as an investment advisor representative. Pileggi is registered to operate based out of California, Oregon and Washington. During their career, Pileggi has held roles at Northwest Capital Management, University Of Portland, A&S Marketing, Indiana University, Csnw, None, Thomas Edison State University and Larsen Motor Company. Northwest Capital Management Inc is headquartered in Portland, Oregon. As a registered investment firm, Northwest Capital Management Inc manages $4 billion in assets dispersed across 1,133 accounts and employs 15 staff members. The level of assets currently under the firm's management places it among the biggest firms in the nation. The firm manages 942 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 32% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Northwest Capital Management Inc can provide 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
Ian Pileggi Work History
Ian has 13 years of experience.
Northwest Capital Management
University Of Portland
Larsen Motor Company
Thomas Edison State University
Ian Pileggi has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Northwest Capital Management Inc