Sommers Financial Management
Sommers Financial Management (CRD# 153223) is a financial advisory firm headquartered in Scappoose, OR. They manage $107,834,296 in 914 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management108MILLION
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Total Number of Accounts914ACCOUNTS
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Average Account Value$117,981
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, OR, TX, WA
Financial Advisors at Sommers Financial Management
No Advisor Found.
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