Martin
Bats

Mengis Capital Management, Inc

CRD#7831750
Investment Advisor
in Portland, OR

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About this Advisor

Martin Bats is a financial advisor based in Portland, Oregon, working with Mengis Capital Management, Inc. Martin has previously held positions at Gorin Sports Inc, Img Academy, Gonzaga University, Eastern Washington University, Notre-Dame Des Anges, and Mengis Capital Management, Inc. Martin has passed the Series 65 regulatory exam and is registered to provide services in California, Oregon, and Washington. Currently, Martin 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, and portfolio management for institutional clients. The fee structure at Mengis Capital Management, Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

One Sw Columbia Suite 780
Portland, OR 97204

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Mengis Capital Management, Inc Brokerage Details

Total Assets Under Management

$819,381,174

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

7

OR Average: 50
Total Number of Accounts

647

OR Average: 1,309
Average Account Size

$1,266,431

OR Average: $855,770

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Martin Bats Work History

2023 - Present (1 year)

Mengis Capital Management, Inc

2023 - 2023 (< 1 year)

Gorin Sports Inc

2022 - 2022 (< 1 year)

Img Academy

2021 - 2023 (2 years)

Gonzaga University

2017 - 2021 (4 years)

Eastern Washington University

2013 - 2017 (4 years)

Notre-Dame Des Anges

Disclosures

Please visit the SEC profile of Martin Bats 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

Martin Bats
Portland, OR
Michael Sorem
Portland, OR
Lindsay Fromhart
Portland, OR
Cynthia Aschbacher
Portland, OR
Michael Patterson
Portland, OR
Joseph Mengis
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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