650 Ne Holladay Street
Suite 1500
Portland, Oregon 97232-2047
Tel: 503-239-0475
ARNERICH MASSENA, INC, formally registered with the SEC as ARNERICH MASSENA, INC. The firm was established in 04/29/2002. They have over 1 offices throughout the country.
ARNERICH MASSENA, INC. is a Portland, Oregon based Financial Planning firm with nearly $2,064,367,267 assets under management, offering retirement planning & investment advisory services to 279 clients. The firm is staffed with 25 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 116395 |
SEC# | 801-61109 |
Assets Managed by Firm | $2,064,367,267 |
No. of Clients | 279 |
No. of Advisors | 25 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 279 | $2,064,367,267 |
Individuals (other than high net worth individuals) | 92 | $41,413,958 |
High net worth individuals | 147 | $966,897,567 |
Pension and profit sharing plans | 1 | $303,110,862 |
Charitable organizations | 37 | $752,944,880 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$16,725,387,863 | 63 | 8 | |
$16,214,303,154 | 116850 | 82 | |
$13,067,305,312 | 425 | 37 | |
$7,145,593,038 | 3808 | 55 | |
$5,476,500,419 | 995 | 17 |
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