Falists
← Back to search

STANGIER WEALTH MANAGEMENT

GRETCHEN STANGIER, INC.

CRD 171336 · SEC 801-111889

Visit website

12550 SE 93RD AVE, SUITE 340, CLACKAMAS, OR, 97015, United States

Phone

503-257-0057

Fax

503-252-0073

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$300.4M

Discretionary AUM

$300.4M

Team

4 total employees; 4 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-01-07

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals395$113.1M
High net worth individuals101$186.4M

States served

AZ, ID, LA, OR, WA, TX

All web addresses on file

Official SEC filing: View on IAPD