Multnomah Group, Inc.

Multnomah Group, Inc. (CRD# 132131) is a financial advisory firm headquartered in Portland, OR. They manage $1,305,357,629 in 315 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details

111 Sw 5th Avenue, Suite 4000, Portland, OR 97204

https://www.linkedin.com/company/multnomah-group-inc/

By the Numbers

Total Assets Under Management

1,305

MILLION
Total Number of Accounts

315

ACCOUNTS
Average Account Value

$4,143,992

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, CO, NY, OR, TX, WA

Financial Advisors at Multnomah Group, Inc.

Showing 11 - 11 of 11 top financial advisors.

Breion Rollins

CRD#: 7075336

Rosharon, TX

Breion Rollins (CRD# 7075336) is an Investment Advisor Representative working at Multnomah Group, Inc. in Rosharon, TX and has over 4 years of experience in the finance industry.

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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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