Brian
Montanez

Multnomah Group, Inc

CRD#3184104
Investment Advisor
in Orinda, CA

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About this Advisor

Brian Montanez is a financial advisor working out of Orinda, California with a total of 16 years of industry experience. Montanez is on the advisory team at Multnomah Group, Inc. They have spent their whole career at Multnomah Group, Inc. Montanez has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to work in California. Multnomah Group, Inc is a financial advisory business that has its headquarters in Portland, OR. It controls $1 billion in assets across its 297 customer accounts, making it one of the larger firms in the nation by assets under management. The firm provides services to one charitable organizations. Of its 297 client accounts, 23% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Multnomah Group, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees largely depend on which services the firm provides the client. However, fee types charged by Multnomah Group, Inc may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Orinda, CA

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Multnomah Group, Inc Brokerage Details

Total Assets Under Management

$1,049,864,229

CA Average: $1,120,203,312
Total Number of Employees

23

CA Average: 50
Total Number of Accounts

297

CA Average: 1,309
Average Account Size

$3,534,896

CA Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Brian Montanez Work History

Brian has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Multnomah Group, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Montanez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Multnomah Group, Inc

David Imhoff
Portland, OR
Hailey Fields
Portland, OR
Brian Murphy
Staten Island, NY
Joseph Fleischmann
Bellingham, WA
Breion Rollins
Rosharon, TX
Caryn Sanchez
Portland, OR
Brian Montanez
Orinda, CA
Charles Warren
Gresham, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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