MULTNOMAH GROUP, INC.
Adviser information for MULTNOMAH GROUP, INC. last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Oregon, United States |
Employees
| Total Number of Employees | 23 |
|---|---|
| Investment Advisory/Research | 14 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 13 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 315 | $1.3B |
| Non-Discretionary | 0 | $0 |
| Total | 315 | $1.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 90 | $35.3M |
| HNW Individuals | 31 | $87.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 37 | $1.1B |
| Charitable organizations | <5 | $2.2M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $31.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 141 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-64554 |
|---|---|
| SEC ERA File Number | 801-64554 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 132131 |
| Legal Entity Identifier | None |
Principal Office
111 SW 5TH AVENUESUITE 4000
PORTLAND
OR
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 503-772-0159, Fax: None
Chief Compliance Officer
BECKI KOLDSBAEK
111 SW 5TH AVENUE
SUITE 4000
PORTLAND
OR
United States
Tel:
503-978-1594
B**************@*****************M
(Full email address available in API data)
Regulatory Contact
SCOTT CAMERON
PRINCIPAL
111 SW 5TH AVENUE
SUITE 4000
PORTLAND
OR
United States
Tel:
971-407-4448
S************@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CAMERON, SCOTT, ALEXANDER | Individual | – | OWNER/PRINCIPAL/SECRETARY | 11/2003 | 25-50% |
| DALEY, ERIK, BENJAMIN | Individual | – | PRESIDENT/PRINCIPAL | 11/2003 | 25-50% |
| MONTANEZ, BRIAN, ANTHONY | Individual | – | SHAREHOLDER | 07/2007 | < 5% |
| KOLDSBAEK, BECKI, K | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2019 | < 5% |
| FLEISCHMANN, JOSEPH, EDWARD | Individual | – | PRINCIPAL | 10/2022 | < 5% |
| WARREN, CHARLES, FREDERICK | Individual | – | PRINCIPAL | 10/2022 | < 5% |
| ERIK AND LESLEY DALEY TRUST | Domestic Entity | – | SHAREHOLDER | 04/2022 | 25-50% |
| DALEY, LESLEY, HENKLE | Individual | ERIK AND LESLEY DALEY TRUST | TRUSTEE | 04/2022 | 25-50% |
| Fields, Hailey, Lynne | Individual | – | PRINCIPAL | 04/2023 | < 5% |
| WILLIAMS, DAVID, LESLIE | Individual | – | PRINCIPAL | 04/2023 | < 5% |
| DALEY, ERIK, BENJAMIN | Individual | ERIK AND LESLEY DALEY TRUST | TRUSTEE | 04/2022 | 25-50% |
| THE MONTANEZ FAMILY TRUST | Domestic Entity | – | SHAREHOLDER | 11/2012 | < 5% |
| MONTANEZ, BRIAN, ANTHONY | Individual | THE MONTANEZ FAMILY TRUST | TRUSTEE | 11/2012 | |
| MONTANEZ, TARA | Individual | THE MONTANEZ FAMILY TRUST | TRUSTEE | 11/2012 |