Overview
Assets Under Management: $2.2 billion
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 38
Average Client Assets: $3 million
Frequently Asked Questions
MULTNOMAH GROUP, 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 #132131), MULTNOMAH GROUP, INC. is subject to fiduciary duty under federal law.
MULTNOMAH GROUP, INC. is headquartered in PORTLAND, OR.
MULTNOMAH GROUP, INC. serves 38 high-net-worth clients according to their SEC filing dated February 17, 2026. View client details ↓
According to their SEC Form ADV, MULTNOMAH GROUP, 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 ↓
MULTNOMAH GROUP, INC. manages $2.2 billion in client assets according to their SEC filing dated February 17, 2026.
According to their SEC Form ADV, MULTNOMAH GROUP, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 4.94
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 361
Discretionary Accounts: 361
Regulatory Filings
CRD Number: 132131
Filing ID: 2054130
Last Filing Date: 2026-02-17 12:10:03