Ian
Pileggi

Northwest Capital Management Inc

CRD#6823610
Investment Advisor
in Portland, OR

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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

Series 65

Years of Experience

13 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

Ian Pileggi Work History

Ian has 13 years of experience.

2017 - Present (4 years)

Northwest Capital Management

2016 - 2017 (1 year)

University Of Portland

2014 - 2017 (3 years)

A&S Marketing

2013 - 2014 (1 year)

Indiana University

2013 - 2014 (1 year)

Csnw

2013 - 2013 (< 1 year)

None

2012 - 2012 (< 1 year)

Larsen Motor Company

2010 - 2013 (3 years)

Thomas Edison State University

2007 - 2012 (5 years)

None

Disclosures

Ian Pileggi 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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