NORTHWEST INVESTMENT COUNSELORS

NORTHWEST INVESTMENT COUNSELORS LLC Legal Name

Adviser information for NORTHWEST INVESTMENT COUNSELORS last updated from Form ADV on February 10th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Washington, United States

Employees

Total Number of Employees	7
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	5
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	1

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	885	$590.2M
Non-Discretionary	1	$1.6M
Total	886	$591.8M

Clients

Type	Number	RAUM
Individuals	308	$410.1M
HNW Individuals	19	$167.1M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$6.3M
Charitable organizations	<5	$8.4M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	11-25

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-128752
SEC ERA File Number	801-128752
SEC CIK Numbers	1428350
SEC CRD Numbers	327970
Legal Entity Identifier	None

Principal Office

5885 MEADOWS ROAD
SUITE 860
LAKE OSWEGO
OR
United States

Monday - Friday, 7AM-4PM

Tel: 800-685-7884, Fax: 503-905-2995

Websites

www.facebook.com/northwest-investment-counselors-llc-608399855999067/ www.linkedin.com/company/northwest-investment-counselors-llc/ www.nwic.net twitter.com/nwinvestment twitter.com/nwretireready

Chief Compliance Officer

MATTHEW ROEHR

5885 MEADOWS ROAD

SUITE 860

LAKE OSWEGO

United States

Tel: 5039069628

M*****@*******T

(Full email address available in API data)

Regulatory Contact

MARK E SCARLETT

MEMBER

5885 MEADOWS RD

SUITE 860

LAKE OSWEGO

United States

Tel: 8006857884

M********@*******T

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners

None

Control Persons

Name	Type	Entity	Title	Since	Ownership
ROEHR, MATTHEW, JOHN NICOL	Individual	–	CHIEF COMPLIANCE OFFICER	05/1998	25-50%
SCARLETT, MARK, EDWARD	Individual	–	MEMBER	05/1998	25-50%
GARCIA, MICHELLE, CASTANO	Individual	–	RELATIONSHIP MANAGER	11/2013	10-25%

No. Employees, Historic

RAUM, Historic

No. Clients, Historic

Holdings

From latest 13F, filed July 15th, 2024 for period ending June 30th, 2024

Name	Class	Value $USD	# Shares	Private Fund
ABBOTT LABS	COM	2M	23K	–
ACCENTURE PLC IRELAND	SHS CLASS A	5M	15K	–
ADVANCED MICRO DEVICES INC	COM	229K	1K	–
AGILENT TECHNOLOGIES INC	COM	3M	24K	–
ALLEGION PLC	ORD SHS	2M	17K	–
ALPHABET INC	CAP STK CL A	3M	18K	–
ALPHABET INC	CAP STK CL C	8M	46K	–
AMAZON COM INC	COM	6M	31K	–
AMGEN INC	COM	1M	4K	–
AMN HEALTHCARE SVCS INC	COM	1M	21K	–
APPLE INC	COM	13M	64K	–
APPLIED MATLS INC	COM	1M	6K	–
AUTOMATIC DATA PROCESSING IN	COM	4M	17K	–
AUTOZONE INC	COM	4M	1K	–
BANK NEW YORK MELLON CORP	COM	4M	62K	–
BECTON DICKINSON & CO	COM	3M	12K	–
BERKSHIRE HATHAWAY INC DEL	CL B NEW	1M	4K	–
BERKSHIRE HATHAWAY INC DEL	CL A	1M	2	–
BLACKROCK INC	COM	4M	5K	–
BOEING CO	COM	591K	3K	–
BROADCOM INC	COM	293K	183	–
BROADRIDGE FINL SOLUTIONS IN	COM	2M	9K	–
CARRIER GLOBAL CORPORATION	COM	5M	85K	–
CATERPILLAR INC	COM	7M	22K	–
CHEVRON CORP NEW	COM	386K	2K	–
CISCO SYS INC	COM	5M	101K	–
CLOROX CO DEL	COM	770K	6K	–
CME GROUP INC	COM	4M	18K	–
COLGATE PALMOLIVE CO	COM	946K	10K	–
COSTCO WHSL CORP NEW	COM	1M	1K	–
CSX CORP	COM	438K	13K	–
DANAHER CORPORATION	COM	205K	821	–
DEERE & CO	COM	205K	549	–
DENTSPLY SIRONA INC	COM	352K	14K	–
DIAGEO PLC	SPON ADR NEW	2M	12K	–
DISNEY WALT CO	COM	3M	28K	–
DROPBOX INC	CL A	643K	29K	–
ECOLAB INC	COM	4M	17K	–
ELI LILLY & CO	COM	758K	837	–
EMERSON ELEC CO	COM	6M	51K	–
ENTERPRISE PRODS PARTNERS L	COM	235K	8K	–
ENVISTA HOLDINGS CORPORATION	COM	511K	31K	–
EQUIFAX INC	COM	2M	9K	–
EURONET WORLDWIDE INC	COM	680K	7K	–
EXPEDITORS INTL WASH INC	COM	3M	21K	–
EXXON MOBIL CORP	COM	423K	4K	–
FACTSET RESH SYS INC	COM	691K	2K	–
FAIR ISAAC CORP	COM	5M	4K	–
FEDEX CORP	COM	2M	8K	–
GE AEROSPACE	COM NEW	4M	22K	–
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	690K	9K	–
GE VERNOVA INC	COM	934K	5K	–
GENERAC HLDGS INC	COM	2M	12K	–
HANESBRANDS INC	COM	49K	10K	–
HOME DEPOT INC	COM	3M	9K	–
HONEYWELL INTL INC	COM	5M	23K	–
ILLUMINA INC	COM	1M	13K	–
INSPERITY INC	COM	2M	18K	–
INTEL CORP	COM	3M	88K	–
INVESCO QQQ TR	UNIT SER 1	1M	2K	–
ISHARES TR	RUS 1000 GRW ETF	633K	2K	–
ISHARES TR	CORE S&P SCP ETF	482K	5K	–
ISHARES TR	GL TIMB FORE ETF	15M	192K	–
ISHARES TR	SELECT DIVID ETF	291K	2K	–
ISHARES TR	MSCI USA MIN VOL	420K	5K	–
ISHARES TR	CORE MSCI EAFE	539K	7K	–
ISHARES TR	MSCI USA QLT FCT	525K	3K	–
ISHARES TR	CORE S&P500 ETF	4M	7K	–
ISHARES TR	0-5YR HI YL CP	316K	7K	–
ISHARES TR	PFD AND INCM SEC	229K	7K	–
ISHARES TR	INTRM GOV CR ETF	8M	78K	–
ISHARES TR	MSCI EAFE ETF	2M	29K	–
JPMORGAN CHASE & CO.	COM	746K	4K	–
KLA CORP	COM NEW	410K	498	–
LABCORP HOLDINGS INC	COM SHS	3M	16K	–
LOCKHEED MARTIN CORP	COM	3M	7K	–
MARSH & MCLENNAN COS INC	COM	3M	16K	–
MARTIN MARIETTA MATLS INC	COM	326K	602	–
MASCO CORP	COM	3M	40K	–
MASTERCARD INCORPORATED	CL A	416K	944	–
MCDONALDS CORP	COM	4M	15K	–
MCKESSON CORP	COM	3M	6K	–
MEDTRONIC PLC	SHS	3M	34K	–
MERCK & CO INC	COM	1M	10K	–
META PLATFORMS INC	CL A	2M	4K	–
METTLER TOLEDO INTERNATIONAL	COM	1M	1K	–
MICROCHIP TECHNOLOGY INC.	COM	4M	40K	–
MICRON TECHNOLOGY INC	COM	498K	4K	–
MICROSOFT CORP	COM	36M	82K	–
MONDELEZ INTL INC	CL A	1M	18K	–
MOODYS CORP	COM	4M	9K	–
MSC INDL DIRECT INC	CL A	829K	10K	–
NEOGEN CORP	COM	1M	71K	–
NETFLIX INC	COM	518K	768	–
NIKE INC	CL B	3M	41K	–
NORTHROP GRUMMAN CORP	COM	660K	2K	–
NOVO-NORDISK A S	ADR	686K	5K	–
NVIDIA CORPORATION	COM	5M	43K	–
ORACLE CORP	COM	11M	77K	–
OREILLY AUTOMOTIVE INC	COM	1M	1K	–
PALO ALTO NETWORKS INC	COM	402K	1K	–
PAYCHEX INC	COM	3M	26K	–
PEPSICO INC	COM	5M	28K	–
PNC FINL SVCS GROUP INC	COM	341K	2K	–
PRICE T ROWE GROUP INC	COM	3M	25K	–
PROCTER AND GAMBLE CO	COM	4M	23K	–
PROSHARES TR	S&P 500 DV ARIST	228K	2K	–
REYNOLDS CONSUMER PRODS INC	COM	439K	16K	–
ROCKWELL AUTOMATION INC	COM	4M	13K	–
RTX CORPORATION	COM	205K	2K	–
SCHWAB CHARLES CORP	COM	5M	63K	–
SCHWAB STRATEGIC TR	US SML CAP ETF	10M	216K	–
SCHWAB STRATEGIC TR	INTL EQTY ETF	24M	618K	–
SCHWAB STRATEGIC TR	US LRG CAP ETF	10M	151K	–
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	1M	45K	–
SCHWAB STRATEGIC TR	US AGGREGATE B	8M	173K	–
SCHWAB STRATEGIC TR	US DIVIDEND EQ	4M	51K	–
SEI INVTS CO	COM	486K	8K	–
SENSATA TECHNOLOGIES HLDG PL	SHS	1M	27K	–
SIMPSON MFG INC	COM	2M	10K	–
SPDR INDEX SHS FDS	MSCI ACWI EXUS	2M	73K	–
SPDR S&P 500 ETF TR	TR UNIT	1M	2K	–
STANLEY BLACK & DECKER INC	COM	1M	18K	–
STARBUCKS CORP	COM	2M	32K	–
STATE STR CORP	COM	2M	24K	–
SYSCO CORP	COM	3M	40K	–
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	208K	1K	–
TEXAS INSTRS INC	COM	3M	17K	–
UNILEVER PLC	SPON ADR NEW	2M	36K	–
UNITED PARCEL SERVICE INC	CL B	4M	27K	–
US BANCORP DEL	COM NEW	249K	6K	–
VANGUARD INDEX FDS	TOTAL STK MKT	2M	6K	–
VANGUARD INDEX FDS	EXTEND MKT ETF	415K	2K	–
VANGUARD INDEX FDS	VALUE ETF	372K	2K	–
VANGUARD INDEX FDS	GROWTH ETF	748K	2K	–
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	664K	4K	–
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	679K	14K	–
VANGUARD WHITEHALL FDS	HIGH DIV YLD	418K	4K	–
VANGUARD WORLD FD	CONSUM STP ETF	272K	1K	–
VISA INC	COM CL A	491K	2K	–
VISHAY PRECISION GROUP INC	COM	275K	9K	–
WALMART INC	COM	5M	70K	–
WASTE MGMT INC DEL	COM	600K	3K	–
WATERS CORP	COM	2M	7K	–
WELLS FARGO CO NEW	COM	200K	3K	–