Mengis Capital Management, Inc.

Mengis Capital Management, Inc. (CRD# 117127) is a financial advisory firm headquartered in Portland, OR. They manage $819,381,174 in 647 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
One Sw Columbia, Suite 780, Portland, OR 97204
http://www.mengiscapital.com
By the Numbers
  • Total Assets Under Management
    819
    MILLION
  • Total Number of Accounts
    647
    ACCOUNTS
  • Average Account Value
    $1,266,431
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
The map below shows states where this firm has explicit registration only.

CA, OR, WA

Financial Advisors at Mengis Capital Management, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Cynthia Aschbacher, financial advisor Portland OR
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 28 years of experience in the finance industry.

2
Lindsay Fromhart, financial advisor Portland OR
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 14 years of experience in the finance industry.

3
Joseph Mengis, financial advisor Portland OR
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 37 years of experience in the finance industry.

4
Michael Patterson, financial advisor Portland OR
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 16 years of experience in the finance industry.

5
Michael Sorem, financial advisor Portland OR
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 9 years of experience in the finance industry.

6
Martin Bats, financial advisor Portland OR
Martin J. Bats
CRD#: 7831750
One Sw Columbia, Suite 780, Portland, OR 97204

Martin Bats (CRD# 7831750) is an Investment Advisor Representative working at Mengis Capital Management, Inc. in Portland, OR and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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