Sommers Financial Management
Sommers Financial Management (CRD# 153223) is a financial advisory firm headquartered in Saint Helens, OR. They manage $37,000,000 in 575 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management37MILLION
Total Number of Accounts575ACCOUNTS
Average Account Value$64,348
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
Adam Sommers (CRD# 2969821) is an Investment Advisor Representative and is the founder of Sommers Financial Management, the only Independent, Fee-Only Fiduciary advisor in Columbia County, Oregon. He has over 13 years of experience in the finance industry, with a background in accounting.