MULTNOMAH GROUP, INC.
CRD #132131 SEC #801-64554 PORTLAND, OR 503-772-0159
SEC Registered
Total AUM
$2.2B
Discretionary
$2.2B
Employees
22
Clients
25
Accounts
361
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.2B | $2.2B | $0 | 22 | 136 |
| Oct 2024 | $1.3B | $1.3B | $0 | 23 | 141 |
| Oct 2024 | $1.3B | $1.3B | $0 | 23 | 141 |
| Jun 2024 | $1.3B | $1.3B | $0 | 23 | 141 |
| Mar 2024 | $1.3B | $1.3B | $0 | 23 | 141 |
| May 2023 | $1B | $1B | $0 | 23 | 134 |
| Mar 2023 | $1B | $1B | $0 | 23 | 134 |
| Dec 2022 | $1.3B | $1.3B | $0 | 19 | 102 |
| Mar 2022 | $1.3B | $1.3B | $0 | 19 | 102 |
| Mar 2022 | $1.5B | $1.4B | $80.9M | 17 | 105 |
| Mar 2021 | $1.5B | $1.4B | $80.9M | 17 | 105 |
| Jan 2021 | $1.1B | $1.1B | $75.9M | 18 | 106 |
| Jun 2020 | $1.1B | $1.1B | $75.9M | 18 | 106 |
| May 2020 | $1.1B | $1.1B | $75.9M | 18 | 106 |
| Feb 2020 | $1.1B | $1.1B | $75.9M | 18 | 106 |
| Feb 2020 | $560.7M | $494.7M | $66M | 17 | 103 |
| Sep 2019 | $560.7M | $494.7M | $66M | 17 | 103 |
| Mar 2019 | $560.7M | $494.7M | $66M | 17 | 103 |
| Jul 2018 | $631.9M | $563.5M | $68.4M | 16 | 92 |
| Mar 2018 | $631.9M | $563.5M | $68.4M | 16 | 92 |
| Jun 2017 | $329.1M | $265.8M | $63.3M | 13 | 118 |
| Apr 2017 | $329.1M | $265.8M | $63.3M | 13 | 118 |
| Mar 2017 | $329.1M | $265.8M | $63.3M | 12 | 118 |
| Jan 2017 | $287M | $225.5M | $61.5M | 12 | 300 |
| Jan 2017 | $287M | $225.5M | $61.5M | 14 | 300 |
| Jan 2017 | $287M | $225.5M | $61.5M | 11 | 300 |
| Mar 2016 | $287M | $225.5M | $61.5M | 11 | 300 |
| Jun 2015 | $160.8M | $104.1M | $56.7M | 11 | 100 |
| Mar 2015 | $160.8M | $104.1M | $56.7M | 11 | 100 |
| Mar 2014 | $153.3M | $102.5M | $50.8M | 11 | 100 |
| Mar 2013 | $6B | $90.2M | $5.9B | 12 | 100 |
| Dec 2012 | $4B | $111.6M | $3.9B | 10 | 26 |
| Nov 2012 | $4B | $111.6M | $3.9B | 10 | 26 |
| Sep 2012 | $4B | $111.6M | $3.9B | 6 | 26 |
| Sep 2012 | $4B | $111.6M | $3.9B | 6 | 26 |
| Jul 2012 | $4B | $111.6M | $3.9B | 6 | 26 |
| Mar 2012 | $4B | $111.6M | $3.9B | 6 | 26 |
| Apr 2011 | $2.4B | $124.1M | $2.2B | 10 | -- |
| Dec 2007 | $26.6M | $26.6M | $0 | -- | -- |
| Feb 2007 | $26.6M | $26.6M | $0 | -- | -- |
| Jan 2007 | $26.6M | $26.6M | $0 | -- | -- |
| Mar 2006 | $15M | $15M | $0 | -- | -- |
DateMar 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees22
Clients136
DateOct 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees23
Clients141
DateOct 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees23
Clients141
DateJun 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees23
Clients141
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees23
Clients141
DateMay 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees23
Clients134
DateMar 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees23
Clients134
DateDec 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees19
Clients102
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees19
Clients102
DateMar 2022
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$80.9M
Employees17
Clients105
DateMar 2021
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$80.9M
Employees17
Clients105
DateJan 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$75.9M
Employees18
Clients106
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$75.9M
Employees18
Clients106
DateMay 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$75.9M
Employees18
Clients106
DateFeb 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$75.9M
Employees18
Clients106
DateFeb 2020
Total AUM$560.7M
Discretionary$494.7M
Non-Disc.$66M
Employees17
Clients103
DateSep 2019
Total AUM$560.7M
Discretionary$494.7M
Non-Disc.$66M
Employees17
Clients103
DateMar 2019
Total AUM$560.7M
Discretionary$494.7M
Non-Disc.$66M
Employees17
Clients103
DateJul 2018
Total AUM$631.9M
Discretionary$563.5M
Non-Disc.$68.4M
Employees16
Clients92
DateMar 2018
Total AUM$631.9M
Discretionary$563.5M
Non-Disc.$68.4M
Employees16
Clients92
DateJun 2017
Total AUM$329.1M
Discretionary$265.8M
Non-Disc.$63.3M
Employees13
Clients118
DateApr 2017
Total AUM$329.1M
Discretionary$265.8M
Non-Disc.$63.3M
Employees13
Clients118
DateMar 2017
Total AUM$329.1M
Discretionary$265.8M
Non-Disc.$63.3M
Employees12
Clients118
DateJan 2017
Total AUM$287M
Discretionary$225.5M
Non-Disc.$61.5M
Employees12
Clients300
DateJan 2017
Total AUM$287M
Discretionary$225.5M
Non-Disc.$61.5M
Employees14
Clients300
DateJan 2017
Total AUM$287M
Discretionary$225.5M
Non-Disc.$61.5M
Employees11
Clients300
DateMar 2016
Total AUM$287M
Discretionary$225.5M
Non-Disc.$61.5M
Employees11
Clients300
DateJun 2015
Total AUM$160.8M
Discretionary$104.1M
Non-Disc.$56.7M
Employees11
Clients100
DateMar 2015
Total AUM$160.8M
Discretionary$104.1M
Non-Disc.$56.7M
Employees11
Clients100
DateMar 2014
Total AUM$153.3M
Discretionary$102.5M
Non-Disc.$50.8M
Employees11
Clients100
DateMar 2013
Total AUM$6B
Discretionary$90.2M
Non-Disc.$5.9B
Employees12
Clients100
DateDec 2012
Total AUM$4B
Discretionary$111.6M
Non-Disc.$3.9B
Employees10
Clients26
DateNov 2012
Total AUM$4B
Discretionary$111.6M
Non-Disc.$3.9B
Employees10
Clients26
DateSep 2012
Total AUM$4B
Discretionary$111.6M
Non-Disc.$3.9B
Employees6
Clients26
DateSep 2012
Total AUM$4B
Discretionary$111.6M
Non-Disc.$3.9B
Employees6
Clients26
DateJul 2012
Total AUM$4B
Discretionary$111.6M
Non-Disc.$3.9B
Employees6
Clients26
DateMar 2012
Total AUM$4B
Discretionary$111.6M
Non-Disc.$3.9B
Employees6
Clients26
DateApr 2011
Total AUM$2.4B
Discretionary$124.1M
Non-Disc.$2.2B
Employees10
Clients--
DateDec 2007
Total AUM$26.6M
Discretionary$26.6M
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$26.6M
Discretionary$26.6M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$26.6M
Discretionary$26.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees--
Clients--