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MULTNOMAH GROUP, INC.

1155 Sw Morrison Street
Suite 501
Portland, Oregon 97205
Tel: 503-772-0159

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About MULTNOMAH GROUP, INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#132131
SEC#801-64554
Assets Managed by Firm$1,305,357,629
No. of Clients315
No. of Advisors23

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total315$1,305,357,629
Individuals (other than high net worth individuals)90$35,294,581
High net worth individuals31$87,839,188
Pension and profit sharing plans37$1,148,326,911
Charitable organizations1$2,182,305
Corporations or other businesses2$31,714,644

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