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Home > Retirement Planners > oregon > portland > MULTNOMAH GROUP, INC.
MULTNOMAH GROUP, INC.
1155 Sw Morrison Street
Suite 501
Portland, Oregon 97205
Tel: 503-772-0159
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 Status | Approved |
|---|---|
| Firm CRD# | 132131 |
| SEC# | 801-64554 |
| Assets Managed by Firm | $1,305,357,629 |
| No. of Clients | 315 |
| No. of Advisors | 23 |
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 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 |
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