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Building 2MULTNOMAH GROUP, INC.

Map pinPORTLAND, OR
Phone503-772-0159
NotebookSEC #801-64554
Total AUM
$2.7B
Employees
21
Clients
190

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1155 SW MORRISON STREET
SUITE 501
PORTLAND
OR 97205
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
503-772-0159

ReceiptFinancials

Total AUM
$2.7B
Accounts
374
Discretionary
$2.7B
Accounts
374
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
85
AUM
$30.9M
HNW Individual Clients
44
AUM
$131M
Pension/Profit Sharing Plan Clients
59
AUM
$2.4B
Charitable Organization Clients
1
AUM
$34.7M
Corporation or Business Clients
1
AUM
$35.1M

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 Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOHIILNMNYORTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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