Stangier Wealth Management
Stangier Wealth Management (CRD# 171336) is a financial advisory firm headquartered in Clackamas, OR. They manage $234,565,000 in 1,467 accounts and serve the financial needs of clients across 9 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management235MILLION
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Total Number of Accounts1,467ACCOUNTS
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Average Account Value$159,894
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, AZ, GA, ID, LA, OR, SC, TX, WA
Financial Advisors at Stangier Wealth Management
1
Gretchen Stangier (CRD# 3022236) is an Investment Advisor Representative working at Stangier Wealth Management in Clackamas, OR and has over 26 years of experience in the finance industry.
2
Carol Young (CRD# 5993862) is an Investment Advisor Representative working at Stangier Wealth Management in Portland, OR and has over 6 years of experience in the finance industry.
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