BANGERTER FINANCIAL SERVICES, INC.

BANGERTER FINANCIAL SERVICES, INC. of ROSEVILLE, CA is an SEC-registered investment adviser (CRD 171939). Regulatory assets under management: $68.8M.

Registration

• CRD: 171939
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171939 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search