← Tributary

ARNERICH MASSENA, INC.

PORTLAND, OR · CRD 116395 · IAPD ↗ · am-a.com · 503-239-0475

$1.73BRegulatory AUM
9Advisory reps
21Employees
1Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
September 2024 — ARNERICH MASSENA, INC. (PORTLAND, OR) left the SEC roster (was $1.73B RAUM, 9 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.