Mengis Capital Management, Inc.

Mengis Capital Management, Inc. (CRD# 117127) is a financial advisory firm headquartered in Portland, OR. They manage $180,707,593 in 429 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    181
    MILLION
  • Total Number of Accounts
    429
    ACCOUNTS
  • Average Account Value
    $421,230
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.

CA, OR, WA

Financial Advisors at Mengis Capital Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Lindsay D. Fromhart
CRD#: 5740720
One Sw Columbia, Suite 780, Portland, OR 97258
93
Wealthminder
score

Lindsay Fromhart (CRD# 5740720) is an Investment Advisor Representative working at Mengis Capital Management, Inc. in Portland, OR and has over 7 years of experience in the finance industry.

2
Joseph J. Mengis
CRD#: 1634264
One Sw Columbia, Suite 780, Portland, OR 97258
93
Wealthminder
score

Joseph Mengis (CRD# 1634264) is an Investment Advisor Representative working at Mengis Capital Management, Inc. in Portland, OR and has over 30 years of experience in the finance industry.

3
Michael D. Patterson
CRD#: 5433545
One Sw Columbia, Suite 780, Portland, OR 97258
93
Wealthminder
score

Michael Patterson (CRD# 5433545) 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.

4
Nicholas A. Pihl
CRD#: 6545502
One Sw Columbia, Suite 780, Portland, OR 97258
87
Wealthminder
score

Nicholas Pihl (CRD# 6545502) is an Investment Advisor Representative working at Mengis Capital Management, Inc. in Portland, OR and has over 2 years of experience in the finance industry.

5
Cynthia M. Aschbacher
CRD#: 1676713
One Sw Columbia, Suite 780, Portland, OR 97258
83
Wealthminder
score

Cynthia Aschbacher (CRD# 1676713) is an Investment Advisor Representative working at Mengis Capital Management, Inc. in Portland, OR and has over 22 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.