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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Gretchen Stangier Inc
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|---|---|
| CRD # | 171336 |
| SEC # | 801-111889 |
| CIK # | |
| AUM | $257.9 M (2025-07-01) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 503-257-0057 |
| Address | 12550 SE 93rd Ave Clackamas, OR 97015 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 392 | 112.7 |
| (b) Individuals (high net worth individuals) | 84 | 144.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,476 | 257.9 |
| By Discretionary | ||
| Discretionary | 1,476 | 257.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,476 | 257.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.7 | |
| United States Persons | 254.2 | |
| Total | 1,476 | 257.9 |
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|---|---|---|
|
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PA | 0.3 |
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CA | 0.3 |
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FL | 0.3 |
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Magnate Advisory Services LLC
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KY | 0.3 |
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Innovative Advisory Partners LLC
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TN | 0.3 |
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Integrity Wealth LLC
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OR | 0.3 |
|
Guerra Advisors Inc
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FL | 0.3 |
|
Omega Wealth Management LLC
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VA | 0.3 |
|
Birchbrook
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|
ME | 0.3 |
|
Reutemann Financial Solutions Inc
✚
|
MD | 0.3 |