MULTNOMAH GROUP, INC.

MULTNOMAH GROUP, INC. of PORTLAND, OR is an SEC-registered investment adviser (CRD 132131). Regulatory assets under management: $2.7B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (26)

Showing 25 of 26 people.

NameRoleLocation
Scott Alexander CameronOWNER/PRINCIPAL/SECRETARY; OWNER/PRINCIPAL/SECRETARY/CCO—
Erik Benjamin DaleyPRESIDENT/PRINCIPAL; TRUSTEE—
Brian Anthony MontanezSHAREHOLDER; TRUSTEE—
Joseph Edward FleischmannPRINCIPAL—
Charles Frederick WarrenPRINCIPAL—
Lesley Henkle DaleyTRUSTEE—
Hailey Lynne FieldsPRINCIPAL—
David Leslie WilliamsPRINCIPAL—
Tara Marie MontanezTRUSTEE—
Amy J BarberCHIEF COMPLIANCE OFFICER—
DALEY ERIK BENJAMINOWNER/PRESIDENT; PRESIDENT; PRESIDENT/PRINCIPAL (+2 more)—
CAMERON SCOTT ALEXANDERCHIEF COMPLIANCE OFFICER; OWNER/PRINCIPAL; OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER (+2 more)—
WARREN RUSSELL FREDERICKPRINCIPAL—
MONTANEZ BRIAN ANTHONYSHAREHOLDER; TRUSTEE—
CAMERON BRIAN GREGGSHAREHOLDER—
BARBER AMY JOCHIEF COMPLIANCE OFFICER—
BARBER AMY JCHIEF COMPLIANCE OFFICER—
DALEY LESLEY HENKLEOWNER/SHAREHOLDER; TRUSTEE—
TREICHEL BONNIE MCHIEF COMPLIANCE OFFICER—
KOLDSBAEK BECKI KCHIEF COMPLIANCE OFFICER—
FLEISCHMANN JOSEPH EDWARDPRINCIPAL—
Fields Hailey LynnePRINCIPAL—
WILLIAMS DAVID LESLIEPRINCIPAL—
MONTANEZ TARATRUSTEE—
MONTANEZ TARA MARIETRUSTEE—

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