MULTNOMAH GROUP, INC.

PORTLAND, Oregon·12 registered advisors·CRD# 132131
SEC# 801-645540503-772-0159
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
23
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MULTNOMAH GROUP, INC.

12 registered advisors
Amy J. Barber
PORTLAND, Oregon
Becki K Koldsbaek
PORTLAND, Oregon
Brian Anthony Montanez
PORTLAND, Oregon
Brian Gregg Cameron
PORTLAND, Oregon
Charles Frederick Warren
PORTLAND, Oregon
David Leslie Williams
PORTLAND, Oregon
Erik Benjamin Daley
PORTLAND, Oregon
Hailey Lynne Fields
PORTLAND, Oregon
Joseph Edward Fleischmann
PORTLAND, Oregon
Lesley Henkle Daley
PORTLAND, Oregon
Scott Alexander Cameron
PORTLAND, Oregon
Tara Marie Montanez
PORTLAND, Oregon
05

Office Locations

PORTLAND, Oregon
12 advisors

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Data sourced from SEC Form ADV filings. MULTNOMAH GROUP, INC. (CRD# 132131) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.