Bangerter Financial Services, Inc.

RIAState Registered
Total AUM
$74.5M
Discretionary
$74.5M
100% of AUM
Avg account
$225K
Accounts
331
Employees
2
Advisory reps
2

Firm details

Headquarters
Folsom, California
CRD number
171939
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Other
Client types
  • Individuals50.26%
  • HNWI44.77%
  • Pension & Profit Sharing Plans4.06%
  • Corporations / Businesses0.71%
  • Other Investment Advisers0.2%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Bangerter Financial Services, Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator that can select outside managers when appropriate. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Compensation is mixed: a percentage of assets under management plus hourly fees and other charge structures. The firm does not identify as an active ESG investor and is not registered as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 51%, Exchange Traded Equities 35%, Other 11%, Cash & Cash Equivalents 3%51%
  • Public Funds/Mutual Funds51%
  • Exchange Traded Equities35%
  • Other11%
  • Cash & Cash Equivalents3%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Folsom, CA

Sacramento

Location

Folsom, CA

Headquartered in Folsom, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
Sacramento
Address
255 Parkshore Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth