Bangerter Financial Services, Inc.

Bangerter Financial Services, Inc. (CRD# 171939) is a financial advisory firm headquartered in Roseville, CA. They manage $36,913,000 in 215 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1380 Lead Hill Blvd, Suite 180, Roseville, CA 95661
https://www.facebook.com/bangerterfinancialservices
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    215
    ACCOUNTS
  • Average Account Value
    $171,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NV, TX, UT

Financial Advisors at Bangerter Financial Services, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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