Arnerich Massena, Inc. (Portland)

Name: Arnerich Massena, Inc.
Address: 2045 Ne Martin Luther King Jr. Blvd., Portland, OR, 97212 3723
Telephone: 503-239-0475

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.

Arnerich Massena: assets under management

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 firm manages $700.49 million in discretionary accounts and $10.35 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.85 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $76.09 million.

Arnerich Massena has custody of $1.02 billion in cash and securities for 250 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 68% of the total AUM. The second-largest asset type is other assets, which make up 20% of the firm’s portfolio. Investments in pooled investment vehicles form 7% of the total invested assets.

Fees & Commissions

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.

What kind of clients Thomas Edward Coyne serves?

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.

Careers at Arnerich Massena, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Anthony Louis Arnerich	Director, ceo, president, cio	1 Jul 1993	25% - 50%	1203062
Christine Anne Arnerich	Shareholder, director	1 Jul 1993	25% - 50%	2198369
Anthony L Arnerich Trust	Shareholder	1 Jul 1993	Other	xxx-xx-xxxx
Christine A Arnerich Trust	Shareholder	1 Jul 1993	Other	xxx-xx-xxxx
Stuart Senders Lang	Vice president of finance, director	1 May 2008	Other	5565160
Ximena Katerina Spicer	Chief operating officer	1 Sep 2008	Other	2848168
Dane Leigh Grouell	Chief compliance officer	1 Oct 2008	Other	2906427
Rachael Ann Ager	Chief compliance officer	1 May 2010	Other	2483430
Karl Edward Hausafus	Chief compliance officer, general counsel	1 Nov 2010	Other	5232318
Douglas Scott Dunbar	Senior managing director, director	1 Jun 2012	Other	1799310
David Ryan Randall	Senior managing director of operations	1 Apr 2014	Other	6429855
Dan G. Wieden Electing Small Business Trust	Shareholder	1 Jun 2014	Other	54-1547055
That's All There Is Electing Small Business Trust	Shareholder	1 Jun 2014	Other	54-1547055
James B Jeddeloh	Director; trustee of dan g. wieden electing small business trust	1 Sep 2014	Other	4355965
David Andrew Nute	Coo	1 Dec 2015	Other	6167721
Teresa Marie Schwartz	Director; managing director of institutional services and business development	1 Feb 2017	Other	1260208
Bryan Paul Shipley	Co-cio	1 Feb 2017	Other	6764785
Reegan Elizabeth Rae	Director; senior investment advisor	1 Feb 2017	Other	4775840
Ryland Bennett Moore	Director; director of business development	1 Feb 2017	Other	6127875
Thomas Edward Coyne	Director	1 Feb 2017	Other	5038471
Ryan Michael Cunningham	Director; senior consultant	1 Feb 2017	Other	6322439
Karl Edward Hausafus	Director, general counsel & cco	1 Aug 2017	Other	5232318
Christopher John Van Dyke	Director; senior consultant	1 Mar 2018	Other	6933170

Based in Portland

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.