Shareholder · Multnomah Group, Inc.
Brian A. Montanez
CRD 3184104 · Named on Form ADV at one SEC-registered adviser
At a glance
Multnomah Group, Inc., an SEC-registered asset manager based in Portland, OR with $2.7 billion in regulatory assets, lists Brian A. Montanez on its Form ADV as Shareholder.
Firms and roles
- Multnomah Group, Inc.ShareholderAsset manager · Portland, OR · $2.7B in regulatory assets
AtlasMembers
Brian’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Scott A. CameronOwner/principal/secretary/cco, Multnomah Group, Inc.
- Erik B. DaleyPresident/principal, Multnomah Group, Inc.
- Joseph E. FleischmannPrincipal, Multnomah Group, Inc.
- Charles F. WarrenPrincipal, Multnomah Group, Inc.
- Hailey L. FieldsPrincipal, Multnomah Group, Inc.
1 more person named with Brian on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.