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STANGIER WEALTH MANAGEMENT

Tel: 503-257-0057
12550 Se 93rd Ave
Suite 340
Clackamas, Oregon  97015

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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

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

Firm CRD#:

171336

SEC#:

801-111889

No. of Clients:

1476

Assets under Management

$257,860,000

No. of Advisors:

4

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