NORTHWEST ADVISORY INC

Overview

Northwest Advisory Inc. operates as a small, equity-focused registered adviser that concentrates on discretionary portfolio management for both business and institutional clients while also reporting the capacity to manage assets for individuals and small businesses. Their stated approach favors exchange-traded equities—both individual stocks and ETFs—positioning the firm to run concentrated, tradable portfolios rather than multi-asset or heavy fixed-income mandates. The firm charges fees based on a percentage of assets under management and does not position itself as an ESG-focused manager. Its client mix, as reported, skews toward institutional relationships, but the firm’s advisory activity spans individual and business accounts as well.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices