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).

By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    575
    ACCOUNTS
  • Average Account Value
    $64,348
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, OR

Financial Advisors at Sommers Financial Management
Showing 1 - 2 of 2 top financial advisors.
1
Joyce L. Pereira
CRD#: 5804156
144 S. 14th Street, Saint Helens, OR 97051
100
Wealthminder
score
Joyce Pereira (CRD# 5804156) is an Investment Advisor Representative working at Sommers Financial Management in Saint Helens, OR and has over 7 years of experience in the finance industry.
2
Adam M. Sommers
CRD#: 2969821
144 S. 14th Street, Saint Helens, OR 97051
100
Wealthminder
score

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.

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