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Building 2ARNERICH MASSENA, INC.

Map pinPORTLAND, OR
Phone503-239-0475
NotebookSEC #801-61109
Total AUM
$1.7B
Employees
21
Clients
253

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
650 NE HOLLADAY STREET
SUITE 1500
PORTLAND
OR 97232-2047
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
503-239-0475

ReceiptFinancials

Total AUM
$1.7B
Accounts
253
Discretionary
$1B
Accounts
205
Non-Discretionary
$698.7M
Accounts
48

ContactClients

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Individual Clients
74
AUM
$34M
HNW Individual Clients
143
AUM
$887.2M
Charitable Organization Clients
36
AUM
$811.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF ASSETS TO WHICH WE CONSULT

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMNNHORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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