Gretchen Stangier, Inc. (Portland)

Name: Gretchen Stangier, Inc.
Address: 9955 Se Washington, Portland, OR, 97216
Telephone: 503-257-0057

Gretchen Stangier, Inc. is a large advisory firm based in Portland. It manages $160.53 million of regulatory assets for 1,182 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Arizona, Oregon, Texas, and Washington.

Gretchen Stangier provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gretchen Stangier: assets under management

The assets under management (AUM) of Gretchen Stangier, Inc. is $160.53 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and $2.2 million of the total AUM is attributable to clients outside of the United States.

The firm manages $160.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $135.81 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gretchen Stangier, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Gretchen Stangier serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Gretchen Stangier is individuals with 583 clients and $139.82 million of assets under management. Among the 7 most similar advisory firms, Gretchen Stangier has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $159.34 million for 600 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.

Gretchen Stangier doesn't advise any private funds.

Careers at Gretchen Stangier, Inc.

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gretchen Stangier	President, chief compliance officer	1 Apr 2014	75% - 100%	3022236

Based in Portland

The principal office where Gretchen Stangier, Inc. performs its advisory services is located at 9955 Se Washington, Portland, OR 97216, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-257-0057 or by fax 503-252-0073. The normal business hours are 9-4:30 on Monday - Friday. You can find more information about the New York firm at stangierwealthmanagement.com and its LinkedIn profile.