JAMES C WANGERIN, CPA/PFS

JAMES C WANGERIN, CPA/PFS of DEER LODGE, MT is an SEC-registered investment adviser (CRD 284491). Regulatory assets under management: $5.2M.

Registration

• CRD: 284491
• Type: Registered investment adviser
• Location: 413 MAIN STREET, DEER LODGE, MT, 59722
• Phone: (406) 846-1862
• Latest filing: 2026-02-06
• Regulatory AUM: $5.2M
• Discretionary AUM: $1.7M
• Non-discretionary AUM: $3.5M
• Clients: 1
• Accounts: 61

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 284491 on SEC IAPD (source of record)
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