Scott
Rhodes

Northwest Capital Management Inc

CRD#1389335
Investment Advisor
in Seattle, WA

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About this Advisor

Scott Rhodes is a financial advisor based in Seattle, Washington, working with Northwest Capital Management Inc. Scott has previously held positions at Kutscher Rhodes & Benner, Inc, Northwest Capital Management, Inc, Cwm, LLC, and Northwest Capital Management. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon and Washington. Currently, Scott is part of Northwest Capital Management Inc, which operates out of Seattle, Washington. The firm has 1 office and 17 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Northwest Capital Management Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

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

Office Location

601 Union Street Suite 2600
Seattle, WA 98101

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Northwest Capital Management Inc Brokerage Details

Total Assets Under Management

$6,856,132,947

WA Average: $1,120,203,312
Total Number of Employees

17

WA Average: 50
Total Number of Accounts

1,409

WA Average: 1,309
Average Account Size

$4,865,957

WA Average: $855,770

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

Scott Rhodes Work History

2023 - Present (1 year)

Cwm, LLC

2023 - Present (1 year)

Northwest Capital Management

2017 - 2023 (6 years)

Northwest Capital Management, Inc

1999 - 2017 (18 years)

Kutscher Rhodes & Benner, Inc

Disclosures

Please visit the SEC profile of Scott Rhodes 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

Christopher Haddon
Lake Oswego, OR
Carl Schopfer
Lake Oswego, OR
Jason Alvarado
Lake Oswego, OR
Joan Lintz
Lake Oswego, OR
Mary Johnson
Bellevue, WA
Christopher Martin
Lake Oswego, OR
Brent Petty
Lake Oswego, OR
Scott Rhodes
Seattle, WA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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