Multnomah Group, Inc.

Multnomah Group, Inc. (CRD# 132131) is a financial advisory firm headquartered in Portland, OR. They manage $287,045,688 in 357 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    287
    MILLION
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $804,050
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)
  • Publication of periodicals or newsletters
  • 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 - 8 of 8 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
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 18 years of experience in the finance industry.

5
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 15 years of experience in the finance industry.

6
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.

7
Marques Lang
CRD#: 6297375
522 Sw 5th Ave, Suite 1315, Portland, OR 97204
89
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.

8
Rex T. Kim
CRD#: 6440037
522 Sw 5th Avenue, Suite 1315, Portland, OR 97204
88
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.

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.