Multnomah Group, Inc.

Registered investment advisor · Portland, Oregon · CRD #132131

Assets Under Management

$2.7B

Client Accounts

374

Employees

CRD Number

132131

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc, Tiaa-Cref Individual & Institutional Services, Llc, Nationwide Securities, Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Multnomah Group, Inc.

Multnomah Group, Inc. is a recognized investment advisory firm specializing in retirement plan and investment consulting services. It has $9.7 million in revenue and is based in Portland, Oregon. The firm is known for its fiduciary governance and employee engagement expertise.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Multnomah Group, Inc.

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Frequently Asked Questions

What is Multnomah Group, Inc.'s AUM?

Multnomah Group, Inc. reports approximately $2.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Multnomah Group, Inc. headquartered?

Multnomah Group, Inc. is headquartered in Portland, Oregon.

What is Multnomah Group, Inc.'s CRD number?

Multnomah Group, Inc.'s CRD number is 132131. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.