Overview
Assets Under Management: $1.7 billion
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 143
Average Client Assets: $6.2 million
Frequently Asked Questions
ARNERICH MASSENA, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116395), ARNERICH MASSENA, INC. is subject to fiduciary duty under federal law.
ARNERICH MASSENA, INC. is headquartered in PORTLAND, OR.
ARNERICH MASSENA, INC. serves 143 high-net-worth clients according to their SEC filing dated March 22, 2024. View client details ↓
According to their SEC Form ADV, ARNERICH MASSENA, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
ARNERICH MASSENA, INC. manages $1.7 billion in client assets according to their SEC filing dated March 22, 2024.
According to their SEC Form ADV, ARNERICH MASSENA, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Recent Rankings
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 143
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.20%
Average Client Assets: $6.2 million
Total Client Accounts: 253
Discretionary Accounts: 205
Non-Discretionary Accounts: 48
Regulatory Filings
CRD Number: 116395
Filing ID: 1846014
Last Filing Date: 2024-03-22 15:05:00