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Joseph Jeffrey Mengis

MENGIS CAPITAL MANAGEMENT, INC.·PORTLAND, Oregon
Series 7, Series 63, Series 65Clean record24 years registeredMENGIS CAPITAL MANAGEMENT, INC.
ONE SW COLUMBIA, PORTLAND, OR 97204CRD# 1634264Firm CRD# 117127

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Jeffrey Mengis · PORTLAND, OR
Registration
CRD #1634264 · MENGIS CAPITAL MANAGEMENT, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

MENGIS CAPITAL MANAGEMENT, INC.
Nov 2001 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · November 29, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MENGIS CAPITAL MANAGEMENT, INC.
CRD 117127 · SEC 801-60688
AUM
$819M
Regulatory assets under management
Employees
7
647 client accounts
Services offered by MENGIS CAPITAL MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at MENGIS CAPITAL MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Joseph Jeffrey Mengis offer?
Joseph Jeffrey Mengis specializes in Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.
What are Joseph Jeffrey Mengis's credentials?
Joseph Jeffrey Mengis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Jeffrey Mengis located?
Joseph Jeffrey Mengis is based in PORTLAND, Oregon, working with MENGIS CAPITAL MANAGEMENT, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Joseph Jeffrey Mengis charge for services?
Joseph Jeffrey Mengis's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MENGIS CAPITAL MANAGEMENT, INC.?
MENGIS CAPITAL MANAGEMENT, INC. has approximately 7 employees and manages $819M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MENGIS CAPITAL MANAGEMENT, INC.

Cynthia Marie Aschbacher
PORTLAND, OR
Michael David Patterson
PORTLAND, OR

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