MULTNOMAH GROUP, INC.

CRD 132131 · SEC 801-64554

Visit website

1155 SW MORRISON STREET, SUITE 501, PORTLAND, OR, 97205, United States

Phone

503-772-0159

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.67B

Discretionary AUM

$2.67B

Team

21 total employees; 16 advisory reps; 134 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-23

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	85	$30.9M
High net worth individuals	44	$131.0M
Pension/profit sharing plans	59	$2.43B

States served

CA, CO, IL, NM, NY, OR, WA, TX, HI

All web addresses on file

HTTPS://WWW.LINKEDIN.COM/COMPANY/MULTNOMAH-GROUP-INC/
HTTPS://BLOG.MULTNOMAHGROUP.COM/PATHWAYS-TO-SUCCESS
HTTP://BLOG.MULTNOMAHGROUP.COM/FORWARD-THINKING
HTTP://WWW.MULTNOMAHGROUP.COM/

Official SEC filing: View on IAPD