CRD: 171939
Bangerter Financial Services, Inc.
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- BridgePathway unison
- Established Date
- 10-20-2014
- Office Locations
- 4
Office Locations
About Bangerter Financial Services, Inc.
Bangerter Financial provides private wealth management and holistic financial planning for family offices, ultra-high-net-worth investors, and retirement assets, with a specialty in turnkey 1031 exchanges and alternative tax strategies. Guidance spans trusts, real estate investing, LLC formation, and opportunity zones, and can incorporate DSTs and other tax-advantaged real estate structures. Custody supported via Schwab and Fidelity/NFS.
Team overview
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Accredited Investors
Asset Classes
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CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jeffrey Lynn Bangerter
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #1687028
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Ryan Christopher Elmer
--
- CRD
- #8041675
James Rainwater
--
- CRD
- #7210755
Bridge prime
Delta focus peak
- CRD
- #19765
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,785,486 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,785,486 | -- |
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Separately Managed Accounts
Total SMA Asset: $68,785,486
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $832,573,605 | 17.0% |
| Equity - Exchange | $1,048,063,244 | 21.4% |
| Other | $1,341,912,752 | 27.4% |
| Cash | $1,258,655,391 | 25.7% |
| Municipal Bonds | $416,286,803 | 8.5% |
| Total | $4,897,491,795 | 100.0% |