← Back to search
JAMES C WANGERIN, CPA/PFS
WANGERIN, JAMES C
CRD 284491
413 MAIN STREET, DEER LODGE, MT, 59722, United States
Phone
(406) 846-1862
Fax
(406) 846-7517
Registration
— (—)
Source
State registered
Total AUM
$5.2M
Discretionary AUM
$1.7M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-02-06
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $5.2M |
Official SEC filing: View on IAPD