Sign in Sign up for free

Portfolios Northwest Inc (Beaverton)


Portfolios Northwest Inc is a large advisory firm based in Beaverton. It manages $35.24 million of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Oregon.

Logo



Portfolios Northwest provides portfolio management for individuals and small businesses, selection of other advisers, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Portfolios Northwest: assets under management

The assets under management (AUM) of Portfolios Northwest Inc is $35.24 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $10.77 million in discretionary accounts and $24.47 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $489.64 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $509.71 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Portfolios Northwest Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Beaverton

The principal office where Portfolios Northwest Inc performs its advisory services is located at 935 Nw 170 Th Pl, Beaverton, OR 97006, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-531-9051 or by fax 503-531-9051. The normal business hours are 7 a.m. - 2 p.m. on Monday - Friday. You can find more information about the New York firm at suzrague@aol.com.


Registered investment advisers similar to Portfolios Northwest Inc