Joseph
Mengis
Mengis Capital Management, Inc
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About this Advisor
Joseph Mengis is a financial advisor based in Portland, Oregon, working with Mengis Capital Management, Inc. Joseph has previously held a position at Mengis Capital Management, Inc. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon. Currently, Joseph is part of Mengis Capital Management, Inc, which operates out of Portland, Oregon. The firm has 7 employees and manages assets totaling $819.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Mengis Capital Management, Inc includes asset-based and hourly fees.
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Mengis Capital Management, Inc Brokerage Details
$819,381,174
7
647
$1,266,431
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Joseph Mengis Work History
Mengis Capital Management, Inc
Disclosures
Please visit the SEC profile of Joseph Mengis 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 Mengis Capital Management, Inc
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
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