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ARNERICH MASSENA, INC.

650 Ne Holladay Street
Suite 1500
Portland, Oregon 97232-2047
Tel: 503-239-0475

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About ARNERICH MASSENA, INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#116395
SEC#801-61109
Assets Managed by Firm$2,064,367,267
No. of Clients279
No. of Advisors25

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other(A PERCENTAGE OF ASSETS TO WHICH WE CONSULT)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total279$2,064,367,267
Individuals (other than high net worth individuals)92$41,413,958
High net worth individuals147$966,897,567
Pension and profit sharing plans1$303,110,862
Charitable organizations37$752,944,880

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