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MULTNOMAH GROUP, INC.

PORTLAND, OR · CRD 132131 · IAPD ↗ · 503-772-0159

$2.67BRegulatory AUM
16Advisory reps
21Employees
134Clients
11-25Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2026 — MULTNOMAH GROUP, INC. notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2025 — MULTNOMAH GROUP, INC. notice-filed in HI, IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
74
April 2025 — MULTNOMAH GROUP, INC. reported RAUM up 70% ($1.31B -> $2.22B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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