Stangier Wealth Management

EST. AUM
$300,433,806

CONTACTS
1

CLIENT ACCOUNTS
1,512

Firm Details

Metro area Portland, OR
CRD Number 171336
Website stangierwealthmanagement.com
Client types

Overview

Gretchen Stangier, Inc. is a registered investment adviser with the U.S. Securities and Exchange Commission. Stangier Wealth Management offers investment advisory services in accordance with regulatory requirements or exemptions. Clients receive services after entering into an investment advisory agreement and obtaining the firm’s ADV Part 2A brochure and Part 3 documents.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Stangier Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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