1155 Sw Morrison Street
Suite 501
Portland, Oregon 97205
Tel: 503-772-0159
MULTNOMAH GROUP, INC, formally registered with the SEC as MULTNOMAH GROUP, INC. The firm was established in 08/24/2005. They have over 1 offices throughout the country.
MULTNOMAH GROUP, INC. is a Portland, Oregon based Financial Planning firm with nearly $1,305,357,629 assets under management, offering retirement planning & investment advisory services to 315 clients. The firm is staffed with 23 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 132131 |
SEC# | 801-64554 |
Assets Managed by Firm | $1,305,357,629 |
No. of Clients | 315 |
No. of Advisors | 23 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 315 | $1,305,357,629 |
Individuals (other than high net worth individuals) | 90 | $35,294,581 |
High net worth individuals | 31 | $87,839,188 |
Pension and profit sharing plans | 37 | $1,148,326,911 |
Charitable organizations | 1 | $2,182,305 |
Corporations or other businesses | 2 | $31,714,644 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
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