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BANGERTER FINANCIAL SERVICES, INC.
CRD 171939
1380 LEAD HILL BLVD, SUITE 180, ROSEVILLE, CA, 95661, United States
Phone
916-965-1879
Fax
916-965-5418
Registration
— (—)
Source
State registered
Total AUM
$68.8M
Discretionary AUM
$68.8M
Team
5 total employees; 5 advisory reps; 30 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; REFERRAL FEES
Org form
Corporation
Filing date
2026-01-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 282 | $27.8M |
| High net worth individuals | 35 | $40.1M |
| Pension/profit sharing plans | 1 | $738K |
| Corporations/business entities | 2 | $160K |
All web addresses on file
Official SEC filing: View on IAPD