Scott
Rhodes

Northwest Capital Management Inc

CRD#1389335
Investment Advisor
in Seattle, WA

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About this Advisor

Scott Rhodes is a chartered financial analyst working out of Seattle, Washington, with 21 years of professional experience. Rhodes is currently employed by Northwest Capital Management Inc. During their career, Rhodes has held roles at Kutscher Rhodes & Benner, Inc and Northwest Capital Management, Inc. Rhodes holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in California, Oregon and Washington. Northwest Capital Management Inc is a registered investment business based in Seattle, Washington. It has a total of 15 financial advisors. It administers $4 billion in assets across its 1,133 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves four charitable organizations. Of its 1,133 accounts, 32% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Northwest Capital Management Inc performs 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. Financial management fee schedules largely vary depending on which service is offered. However, fees charged by Northwest Capital Management Inc can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

21 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

601 Union Street Suite 2600
Seattle, WA 98101

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Northwest Capital Management Inc Brokerage Details

Total Assets Under Management

$3,976,185,988

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

15

WA Average: 50
Total Number of Accounts

1,133

WA Average: 1,309
Average Account Size

$3,509,432

WA 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

Scott Rhodes Work History

Scott has 21 years of experience.

2017 - Present (4 years)

Northwest Capital Management, Inc

1999 - 2017 (18 years)

Kutscher Rhodes & Benner, Inc

Disclosures

Scott Rhodes 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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