Douglas
Eikenberry

Umpqua Investments, Inc

CRD#2371100
Investment Advisor
in Portland, OR
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About this Advisor

Douglas Eikenberry is a certified financial planner whose office is in Portland, Oregon. Currently an advisor with Umpqua Investments, Inc, they have accumulated 19 years of practice as a financial advisor. Eikenberry maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Eikenberry can act as a financial advisor based out of Alaska, Arizona, California, Oregon, Texas and Washington. The advisor has gained experience at Umpqua Investments, Inc and Citigroup Global Markets Inc. Umpqua Investments, Inc is based out of Portland, Oregon, and has 17 additional brick-and-mortar locations in the nation. In total, Umpqua Investments, Inc oversees $720 million in assets across 2,332 client accounts and retains more than 57 people. The level of assets currently under the firm's management makes it one of the larger investment advisory firms in the country. The firm manages 1,612 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 5% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Umpqua Investments, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

One Sw Columbia Street Suite 300
Portland, OR 97258

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Umpqua Investments, Inc Brokerage Details

Total Assets Under Management

$704,427,000

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

79

OR Average: 50
Total Number of Accounts

2,195

OR Average: 1,309
Average Account Size

$320,923

OR Average: $855,770

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Douglas Eikenberry Work History

Douglas has 19 years of experience.

2009 - Present (10 years)

Umpqua Investments, Inc

1999 - 2009 (10 years)

Citigroup Global Markets Inc

Disclosures

Douglas Eikenberry has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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