Mengis Capital Management

EST. AUM
$903,477,305

CONTACTS
3

CLIENT ACCOUNTS
766

Firm Details

Metro area Portland, OR
CRD Number 117127
Website mengiscapital.com
Client types

Overview

Mengis Capital Management, Inc. is an independent, fee-only investment advisory firm headquartered in Portland, Oregon. The firm provides discretionary and nondiscretionary investment management services to individuals, trusts, estates, retirement plans, corporations, and nonprofit entities. Its approach emphasizes long-term portfolio construction, tax-efficient strategies, and a personalized client experience. Mengis Capital operates as a fiduciary and is registered with the U.S. Securities and Exchange Commission.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Mengis Capital Management

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company