RIA Intel›Advisers›Oregon›ARNERICH MASSENA, INC.

ARNERICH MASSENA, INC.

Advisory

N·PORTLAND, OR

Data as of Mar 22, 2024 · Source: SEC Form ADV

Total AUM

$1.7B

1-Year AUM Growth

-16.1%

3-Year CAGR

-39.9%

Employees

9

Assets Under Management

Total AUM$1.7B

Discretionary AUM$1.0B

Non-Discretionary AUM$699M

Discretionary %59.7%

Total Clients—

Team

Total Employees9

Investment Advisers21

Employee Growth (1Y)-10.0%

Filing History

Total Filings on Record53

First FilingJun 6, 2005

Latest FilingMar 22, 2024

🔒 Full AUM trend chart and 53 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ARNERICH MASSENA, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.