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David Leslie Williams

MULTNOMAH GROUP, INC.·PORTLAND, Oregon
Unclaimed Profile
1155 SW MORRISON STREET, PORTLAND, OR 97205CRD# 4029605Firm CRD# 132131
01

About

David Leslie Williams is a registered financial advisor based in PORTLAND, Oregon, affiliated with MULTNOMAH GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MULTNOMAH GROUP, INC.
MULTNOMAH GROUP, INC.
AUM
$1.3B
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at MULTNOMAH GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4029605
Firm CRD# 132131
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Leslie Williams offer?
David Leslie Williams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.
What are David Leslie Williams's credentials?
David Leslie Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Leslie Williams located?
David Leslie Williams is based in PORTLAND, Oregon, working with MULTNOMAH GROUP, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does David Leslie Williams charge for services?
David Leslie Williams's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MULTNOMAH GROUP, INC.?
MULTNOMAH GROUP, INC. has approximately 23 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
LAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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