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Multnomah Group, Inc.

● SEC registered since 2005CRD 132131SEC# 801-64554Portland, OR
Export (members)
Reg. AUM
$2.22B
Employees
22
Accounts
361
Location
Portland, OR

Multnomah Group, Inc. assets under management

Multnomah Group, Inc. is a registered investment adviser overseen by the SEC based in Portland, OR. The firm has been registered since 2005. It reports $2.2 billion in regulatory assets under management and employs 22 people.

Multnomah Group, Inc. owners & executives

14 reported
NameTitleOwnershipSince
Amy J. BarberChief Compliance OfficerUnder 5%2024
Brian Anthony MontanezShareholderUnder 5%2007
Charles Frederick WarrenPrincipalUnder 5%2022
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Frequently asked questions

How much does Multnomah Group, Inc. manage?

Multnomah Group, Inc. reports $2.2 billion in regulatory assets under management on its Form ADV.

How many employees does Multnomah Group, Inc. have?

Multnomah Group, Inc. reports 22 employees.

Where is Multnomah Group, Inc. located?

Multnomah Group, Inc. is based in Portland, OR and has been SEC-registered since 2005.

Does Multnomah Group, Inc. disclose fund performance?

Multnomah Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1155 SW Morrison Street, Suite 501, Portland, OR 97205
Phone503-772-0159
Office hours8:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.22B
Non-discretionary$0
Total (RAUM)$2.22B