Janeen
Mcaninch

Becker Capital Management, Inc

CRD#2510029
Investment Advisor
in Portland, OR

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About this Advisor

Janeen Mcaninch is a financial advisor based in Portland, Oregon with a total of 25 years of industry experience. Mcaninch is an advisor for Becker Capital Management, Inc. They have been employed by Becker Capital Management, Inc for their entire career. Mcaninch has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Oregon and Washington. Becker Capital Management, Inc is an advisory company that has its headquarters in Portland, OR. It has offices in two locations and a total of 33 employees. It controls $4 billion in assets between its 1,730 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 65 charitable organizations. Of its 1,730 customer accounts, 62% are associated with high-net-worth individuals who have at least $1 million in assets. Becker Capital Management, Inc provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial advisory fees typically depend on which services the firm provides the client. However, fees billed by Becker Capital Management, Inc can include any combination of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

25 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1211 Sw Fifth Avenue Suite 2185
Portland, OR 97204

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Becker Capital Management, Inc Brokerage Details

Total Assets Under Management

$3,906,617,526

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

33

OR Average: 50
Total Number of Accounts

1,730

OR Average: 1,309
Average Account Size

$2,258,160

OR Average: $855,770

Investment Advisory Services

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

Janeen Mcaninch Work History

Janeen has been registered as a financial advisor for 25 years.*

1987 - Present (37 years)

Becker Capital Management, 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 Janeen Mcaninch 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 Becker Capital Management, Inc

Andrew Murray
Portland, OR
Tyler Kaluza
Portland, OR
Ryan Mcaninch
Seattle, WA
David Greenwood
Seattle, WA
Breanna Pangares
Portland, OR
Siddharth Parakh
Seattle, WA
Gretchen Johnson
Portland, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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