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Multnomah Group, Inc.
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Overview Share
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Portland, Oregon
$1.1 billion AUM
1 office

Multnomah Group, Inc. is based in Portland, Oregon and has $1.1 billion in assets under management.

Location
111 SW 5th Avenue
Suite 4000
Portland, OR 97204
$1.1 billion
AUM
18
Employees
AUM Share
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$1,146,420,382
Assets under management
293 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 13 $6,181,041 1% $475,465
High net worth individuals 10 $38,594,400 3% $3,859,440
Pension and profit sharing plans 12 $975,547,205 85% $81,295,600
Charitable organizations 2 $3,313,180 0% $1,656,590
State or municipal government entities 1 $12,021,085 1% $12,021,085
Other investment advisers 1 $75,915,906 7% $75,915,906
Other corporations or businesses 2 $34,847,565 3% $17,423,782
Employees Share
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18
Employees
11
Investment analysts
61% of total employees
AUM per employee Share
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$1,146,420,382
Assets under management
$63,690,021
AUM per employee
$104,220,035
AUM per investment analyst
About Share
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Compensation

Multnomah Group, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Multnomah Group, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
Firm data Share
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CRD number 132,131
SEC number 801-64554
Legal structure Corporation
Legal governance Oregon, United States
Latest ADV filing date May 20, 2020

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Multnomah Group, Inc.
Fund: $1,146,420,382