Overview
Assets Under Management: $258 million
Headquarters: CLACKAMAS, OR
High-Net-Worth Clients: 84
Average Client Assets: $2 million
Frequently Asked Questions
GRETCHEN STANGIER, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #171336), GRETCHEN STANGIER, INC. is subject to fiduciary duty under federal law.
GRETCHEN STANGIER, INC. is headquartered in CLACKAMAS, OR.
GRETCHEN STANGIER, INC. serves 84 high-net-worth clients according to their SEC filing dated July 01, 2025. View client details ↓
According to their SEC Form ADV, GRETCHEN STANGIER, INC. offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
GRETCHEN STANGIER, INC. manages $258 million in client assets according to their SEC filing dated July 01, 2025.
According to their SEC Form ADV, GRETCHEN STANGIER, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.08
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,476
Discretionary Accounts: 1,476
Regulatory Filings
CRD Number: 171336
Filing ID: 1949000
Last Filing Date: 2025-07-01 12:39:00
Website: https://stangierwealth.com