# BANGERTER FINANCIAL SERVICES, INC.

BANGERTER FINANCIAL SERVICES, INC. of ROSEVILLE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 171939
- Type: SEC-registered investment adviser
- Location: 1380 LEAD HILL BLVD, ROSEVILLE, CA, 95661
- Phone: 916-965-1879
- Latest filing: 2026-06-23
- Regulatory AUM: $68.8M
- Discretionary AUM: $68.8M
- Clients: 2
- Accounts: 320

## Business model

- Compensation: % of AUM, Hourly, Other
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171939/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171939/similar
- Related entities: https://search.stillhousedata.com/firm/171939/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171939

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.