MULTNOMAH GROUP, INC.

RIASEC RegisteredEst. 2005

Total AUM

$2.7B

Discretionary

$2.7B

100% of AUM

Avg account

$7.1M

Accounts

374

Employees

Advisory reps

Firm details

Headquarters: PORTLAND, Oregon
CRD number: 132131
Registered since: August 24, 2005
Website: www.multnomahgroup.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, NATIONWIDE SECURITIES, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans91.31%
HNWI4.91%
Corporations / Businesses1.32%
Charitable Organizations1.3%
Individuals1.16%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Multnomah Group, Inc. is an independent registered investment adviser that positions itself as a capital allocator and advisor to both high-net-worth individuals/families and institutional clients. The firm provides a mix of financial planning and portfolio management services for individuals, small businesses and larger institutions, and also offers pension consulting, manager selection and educational workshops. Fee arrangements include percentage-of-assets, hourly and fixed-fee engagements. Investment activity is concentrated in pooled public vehicles rather than direct-stock active trading. Multnomah Group acts as a selector of outside managers and funds, building client portfolios largely from third‑party mutual funds and public funds to implement asset allocation and strategy exposures across client accounts. The firm is not identified as an active ESG investor in its disclosures.