Multnomah Group, Inc.

Multnomah Group, Inc. (CRD# 132131) is a financial advisory firm headquartered in Portland, OR. They manage $329,094,991 in 391 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    329
    MILLION
  • Total Number of Accounts
    391
    ACCOUNTS
  • Average Account Value
    $841,675
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, TX, WA

Financial Advisors at Multnomah Group, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Scott A. Cameron
CRD#: 4551100
522 Sw Fifth Avenue, Suite 1315, Portland, OR 97204
96
Wealthminder
score

Scott Cameron (CRD# 4551100) is an Investment Advisor Representative working at Multnomah Group, Inc. in Portland, OR and has over 15 years of experience in the finance industry.

2
Erik B. Daley
CRD#: 2962404
522 Sw 5th Avenue, Suite 1315, Portland, OR 97204
96
Wealthminder
score

Erik Daley (CRD# 2962404) is an Investment Advisor Representative working at Multnomah Group, Inc. in Portland, OR and has over 20 years of experience in the finance industry.

3
Alan J. Dick
CRD#: 2946817
Issaquah, WA
93
Wealthminder
score

Alan Dick (CRD# 2946817) is an Investment Advisor Representative working at Multnomah Group, Inc. in Issaquah, WA and has over 20 years of experience in the finance industry.

4
Stephanie J. Gowan
CRD#: 6074601
Seattle, WA
93
Wealthminder
score

Stephanie Gowan (CRD# 6074601) is an Investment Advisor Representative working at Multnomah Group, Inc. in Seattle, WA and has over 5 years of experience in the finance industry.

5
Brian A. Montanez
CRD#: 3184104
Oakland, CA
93
Wealthminder
score

Brian Montanez (CRD# 3184104) is an Investment Advisor Representative working at Multnomah Group, Inc. in Oakland, CA and has over 19 years of experience in the finance industry.

6
Caryn M. Sanchez
CRD#: 4196429
522 Sw 5th Avenue, Suite 1315, Portland, OR 97204
93
Wealthminder
score

Caryn Sanchez (CRD# 4196429) is an Investment Advisor Representative working at Multnomah Group, Inc. in Portland, OR and has over 16 years of experience in the finance industry.

7
Tina M. Beltrone
CRD#: 1321349
525 Sw 5th Ave., Suite 1315, Portland, OR 97204
90
Wealthminder
score

Tina Beltrone (CRD# 1321349) is an Investment Advisor Representative working at Multnomah Group, Inc. in Portland, OR and has 1 year of experience in the finance industry.

8
Rex T. Kim
CRD#: 6440037
522 Sw 5th Avenue, Suite 1315, Portland, OR 97204
90
Wealthminder
score

Rex Kim (CRD# 6440037) is an Investment Advisor Representative working at Multnomah Group, Inc. in Portland, OR and has over 3 years of experience in the finance industry.

9
Marques Lang
CRD#: 6297375
522 Sw 5th Ave, Suite 1315, Portland, OR 97204
90
Wealthminder
score

Marques Lang (CRD# 6297375) is an Investment Advisor Representative working at Multnomah Group, Inc. in Portland, OR and has over 4 years of experience in the finance industry.

10
Bonnie M. Treichel
CRD#: 5613808
522 Sw 5th Avenue, Suite 1315, Portland, OR 97204
88
Wealthminder
score

Bonnie Treichel (CRD# 5613808) is an Investment Advisor Representative working at Multnomah Group, Inc. in Portland, OR and has 1 year of experience in the finance industry.

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