Home
›
Firms
›
GRETCHEN STANGIER, INC.
GRETCHEN STANGIER, INC.
STANGIER WEALTH MANAGEMENT
CLACKAMAS, Oregon
·
2 registered advisors
·
CRD# 171336
SEC# 801-111889
0
503-257-0057
01
Firm Overview
AUM
$235M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at GRETCHEN STANGIER, INC.
2 registered advisors
Carol Lynn Young
CLACKAMAS, Oregon
CRD# 5993862
Gretchen Stangier
CLACKAMAS, Oregon
CRD# 3022236
05
Office Locations
CLACKAMAS, Oregon
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. GRETCHEN STANGIER, INC. (CRD# 171336) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.