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MENGIS CAPITAL MANAGEMENT, INC.
One Sw Columbia
Suite 780
Portland, Oregon 97204
Tel: 503-916-0776
About MENGIS CAPITAL MANAGEMENT, INC.
MENGIS CAPITAL MANAGEMENT, INC, formally registered with the SEC as MENGIS CAPITAL MANAGEMENT, INC. The firm was established in 11/09/2001. They have over 1 offices throughout the country.
MENGIS CAPITAL MANAGEMENT, INC. is a Portland, Oregon based Financial Planning firm with nearly $899,074,796 assets under management, offering retirement planning & investment advisory services to 688 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117127 |
| SEC# | 801-60688 |
| Assets Managed by Firm | $899,074,796 |
| No. of Clients | 688 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 688 | $899,074,796 |
| Individuals (other than high net worth individuals) | 105 | $47,889,790 |
| High net worth individuals | 128 | $702,674,225 |
| Pension and profit sharing plans | 3 | $5,175,920 |
| Charitable organizations | 15 | $57,426,659 |
| Corporations or other businesses | 23 | $85,908,202 |
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