Overview
Assets Under Management: $899 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 128
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 128
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.16
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 688
Discretionary Accounts: 648
Non-Discretionary Accounts: 40
Regulatory Filings
CRD Number: 117127
Last Filing Date: 2025-02-28 00:00:00
Website: https://mengiscapital.com