Overview
Assets Under Management: $258 million
Headquarters: CLACKAMAS, OR
High-Net-Worth Clients: 84
Average Client Assets: $2 million
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