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Building 2STANGIER WEALTH MANAGEMENT

Map pinCLACKAMAS, OR
Phone503-257-0057
NotebookSEC #801-111889
Total AUM
$300.4M
Employees
4
Clients
497

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12550 SE 93RD AVE
SUITE 340
CLACKAMAS
OR 97015
United States
Operating Hours
9-4:30
Monday - Friday
Phone
503-257-0057

ReceiptFinancials

Total AUM
$300.4M
Accounts
1,512
Discretionary
$300.4M
Accounts
1,512
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
395
AUM
$113.1M
HNW Individual Clients
101
AUM
$186.4M
Pension/Profit Sharing Plan Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZIDLAORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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