Gretchen Stangier, Inc.
● SEC registered since 2017CRD 171336SEC# 801-111889Clackamas, OR
Reg. AUM
$300.4M
Employees
4
Accounts
1,512
Location
Clackamas, OR
Gretchen Stangier, Inc. assets under management
Gretchen Stangier, Inc. is an SEC-registered investment adviser based in Clackamas, OR. The firm has been registered since 2017. It reports $300.4 million in regulatory assets under management and employs 4 people.
Gretchen Stangier, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carol Lynn Young Control | Chief Compliance Officer | Under 5% | 2021 |
| Gretchen Stangier Control | President | Under 5% | 2014 |
| Gretchen Stangier Revocable Trust Control | Owner | Over 75% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Gretchen Stangier, Inc. manage?
Gretchen Stangier, Inc. reports $300.4 million in regulatory assets under management on its Form ADV.
How many employees does Gretchen Stangier, Inc. have?
Gretchen Stangier, Inc. reports 4 employees.
Where is Gretchen Stangier, Inc. located?
Gretchen Stangier, Inc. is based in Clackamas, OR and has been SEC-registered since 2017.
Does Gretchen Stangier, Inc. disclose fund performance?
Gretchen Stangier, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12550 SE 93rd Ave, Suite 340, Clackamas, OR 97015 |
| Phone | 503-257-0057 |
| Fax | 503-252-0073 |
| Office hours | 9-4:30 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$300.4M▲ 17%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$300.4Mregulatory AUM
Discretionary $300.4M