Mengis Capital Management, Inc.

Mengis Capital Management, Inc. (CRD# 117127) is a financial advisory firm headquartered in Portland, OR. They manage $490,964,169 in 512 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    491
    MILLION
  • Total Number of Accounts
    512
    ACCOUNTS
  • Average Account Value
    $958,914
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, OR, WA

Financial Advisors at Mengis Capital Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Cynthia M. Aschbacher
CRD#: 1676713
One Sw Columbia, Suite 780, Portland, OR 97204

Cynthia Aschbacher (CRD# 1676713) is an Investment Advisor Representative working at Mengis Capital Management, Inc. in Portland, OR and has over 25 years of experience in the finance industry.

2
Lindsay D. Fromhart
CRD#: 5740720
One Sw Columbia, Suite 780, Portland, OR 97204

Lindsay Fromhart (CRD# 5740720) is an Investment Advisor Representative working at Mengis Capital Management, Inc. in Portland, OR and has over 10 years of experience in the finance industry.

3
Joseph J. Mengis
CRD#: 1634264
One Sw Columbia, Suite 780, Portland, OR 97258

Joseph Mengis (CRD# 1634264) is an Investment Advisor Representative working at Mengis Capital Management, Inc. in Portland, OR and has over 33 years of experience in the finance industry.

4
Michael D. Patterson
CRD#: 5433545
One Sw Columbia, Suite 780, Portland, OR 97204

Michael Patterson (CRD# 5433545) is an Investment Advisor Representative working at Mengis Capital Management, Inc. in Portland, OR and has over 13 years of experience in the finance industry.

5
Michael J. Sorem
CRD#: 6275682
One Sw Columbia, Suite 780, Portland, OR 97204

Michael Sorem (CRD# 6275682) is an Investment Advisor Representative working at Mengis Capital Management, Inc. in Portland, OR and has over 6 years of experience in the finance industry.

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