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STANGIER WEALTH MANAGEMENT
12550 Se 93rd Ave
Suite 340
Clackamas, Oregon 97015
Tel: 503-257-0057
About STANGIER WEALTH MANAGEMENT
STANGIER WEALTH MANAGEMENT, formally registered with the SEC as STANGIER WEALTH MANAGEMENT. The firm was established in 10/19/2017. They have over 1 offices throughout the country.
STANGIER WEALTH MANAGEMENT is a Clackamas, Oregon based Financial Planning firm with nearly $257,860,000 assets under management, offering retirement planning & investment advisory services to 1476 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171336 |
| SEC# | 801-111889 |
| Assets Managed by Firm | $257,860,000 |
| No. of Clients | 1476 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1476 | $257,860,000 |
| Individuals (other than high net worth individuals) | 392 | $112,710,000 |
| High net worth individuals | 84 | $144,600,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $550,000 |
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