Michael Jeffery Sorem
Investment adviser representative at Mengis Capital Management, Inc.
10 yearsExperience
1 stateRegistered in
$903.5MFirm assets
24 yearsFirm in business
Are you Michael Jeffery Sorem? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Mengis Capital Management, Inc.Jul 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (OR).
Mengis Capital Management, Inc.
$903.5MAssets managed
300Clients
6Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6275682
- Firm CRD
- 117127