MENGIS CAPITAL MANAGEMENT, INC.
Total AUM
$903.5M
Employees
7Clients
300Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE SW COLUMBIA
SUITE 780
PORTLAND
OR 97204
United States
SUITE 780
PORTLAND
OR 97204
United States
Operating Hours
7:00AM-3:00PM PST
Monday - Friday
Monday - Friday
Phone
503-916-0776
Financials
Total AUM
$903.5M
Accounts
766Discretionary
$858.1M
Accounts
725Non-Discretionary
$45.4M
Accounts
41
Clients
Individual Clients
133AUM
$42.1M
HNW Individual Clients
130AUM
$535.2M
Pension/Profit Sharing Plan Clients
3AUM
$2.9M
Charitable Organization Clients
14AUM
$72.4M
Corporation or Business Clients
20AUM
$250.9M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAORWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.