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Julie Pine

Director at Northwest Capital Management

Firm officerUpdated

Julie Pine has been Director of Northwest Capital Management Inc, a Lake Oswego, OR investment adviser managing $8.52B, since March 2025.

1
Years in role
$8.52B
Firm AUM
203
Firm clients
7
Firm advisers

From Form ADV filed 5 May 2026Form ADV

Career

Julie Pine is a control person of Northwest Capital Management and directly owns under 5% of it.

Northwest Capital Management is an investment adviser based in Lake Oswego, OR, registered with the SEC since 1999. It provides financial planning and investment management. Its clients include pension and profit-sharing plans, state or municipal government entities, and high-net-worth individuals. Its regulatory assets under management total $8.52 billion, as filed on 5 May 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
7802324
Role
Director
In role since
March 2025 · 1 year
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
Lake Oswego, OR
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Julie Pine work?

Julie Pine has been Director of Northwest Capital Management Inc since March 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 5 May 2026

How can I verify Julie Pine’s record?

Julie Pine’s role is listed on Northwest Capital Management Inc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 108091.

Source: Form ADV, Schedule A, filed 5 May 2026

Leadership at Northwest Capital Management

  • George WhitePresident/Director
  • Kristin StreffChief Compliance Officer
  • Mark ApplegarthDirector
  • Lantz HuntSVP, Chief Integrations Officer
  • John PulverentiSecretary

Sources

  1. IAPD individual lookup, CRD 7802324, checked 21 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Northwest Capital Management Inc, filed 5 May 2026. Title, control and ownership bands.