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 has been SEC-registered since 2005. The firm serves both individual/family and institutional clients and operates as a capital allocator—selecting and overseeing outside managers in addition to providing advisory services directly. Its advisory menu includes comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and manager selection, plus educational seminars. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.