Michael
Sorem
Mengis Capital Management, Inc
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About this Advisor
Michael Sorem is a financial advisor based in Portland, Oregon, working with Mengis Capital Management, Inc. Michael has previously held positions at Spectrum Strategic Capital Management LLC and Mengis Capital Management, Inc. Michael has passed the Series 65 regulatory exam and is registered to provide services in Oregon. Currently, Michael 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.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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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
Michael Sorem Work History
Mengis Capital Management, Inc
Spectrum Strategic Capital Managemenet LLC
Disclosures
Please visit the SEC profile of Michael Sorem 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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