Bangerter Financial Services, Inc.

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