Arnerich Massena, Inc. is a large advisory firm based in Portland. It manages $11.05 billion of regulatory assets for 318 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Oregon, Texas, and Washington.
Arnerich Massena provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Arnerich Massena, Inc. is $11.05 billion. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Arnerich Massena, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Thomas Edward Coyne is corporations or other businesses with 21 clients and $7.6 billion of assets under management. Among the 8 most similar advisory firms, Arnerich Massena has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $9.61 billion for 286 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Arnerich Massena doesn't advise any private funds.
The company employs 50 people that are either part- or full-time employees. 30 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Thomas Edward Coyne has been acting as President since 1 Feb 2017. Christopher John Van Dyke joined the executive team most recently as the Director; Senior Consultant.
The principal office where Arnerich Massena, Inc. performs its advisory services is located at 2045 Ne Martin Luther King Jr. Blvd., Portland, OR 97212 3723, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 503-239-0475 or by fax 503-239-0369. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at arnerichmassena.com and its LinkedIn profile.