STANGIER WEALTH MANAGEMENT
Tel: 503-257-0057 12550 Se 93rd Ave Suite 340 Clackamas, Oregon 97015
About STANGIER WEALTH MANAGEMENT
STANGIER WEALTH MANAGEMENT is a Clackamas, Oregon based financial advisory firm with nearly $257,860,000 in assets under management and provides investment advisory services for 1476 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
171336
Firm SEC#:
801-111889
Assets Under Management:
$257,860,000
No. of Clients:
1476
No. of Advisors:
4
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops
Fee Structure:
A percentage of AUM
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