Multnomah Group, Inc. is a large advisory firm based in Portland. It manages $560.74 million of regulatory assets for 298 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Oregon, Texas, and Washington.
Multnomah Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
Multnomah Group: assets under management
The assets under management (AUM) of Multnomah Group, Inc. is $560.74 million. The firm's AUM has grown by 2012% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $494.74 million in discretionary accounts and $66 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.34 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $299.99 thousand.
Investments
The firm invests in investment and business development companies the most. They account for 94% of the total AUM. The second-largest asset type is other assets, which make up 3% of the firm’s portfolio. Investments in exchange traded securities form 2% of the total invested assets.
