NBC CAPITAL ADVISORS - Financial Advisor in Oregon, Beaverton

Tel: 503-683-7727 8625 Sw Cascade Ave., Suite 410 Beaverton, Oregon 97008

About NBC CAPITAL ADVISORS

NBC CAPITAL ADVISORS is a Beaverton, Oregon based financial advisory firm with nearly $563,658,467 in assets under management and provides investment advisory services for 1995 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

306483

Firm SEC#:

801-117800

Assets Under Management:

$563,658,467

No. of Clients:

1995

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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$247,698,070

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$228,691,735

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501

$197,260,210

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$163,962,204

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$161,571,742

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