AdvizorPro

Bangerter Financial Services, Inc.

Bangerter Financial Services, Inc.. CRD 171939

Bangerter Financial Services, Inc. logo

CRD: 171939

Bangerter Financial Services, Inc.

Roseville, CA, 95661
9169651879
$68.8M Total AUM
$68.8M Disc. AUM
-- 3Y CAGR
5 Employees
350 ADV. Clients
11 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
BridgePathway unison
Established Date
10-20-2014
Office Locations
4

Office Locations

1380 Lead Hill Blvd Suite 180 Roseville CA
2700 Lighthouse Point E Suite 501 Baltimore MD
-- SAN Diego CA

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

-- AVG AGE
$13.8M AVG AUM / ADVISOR
$196.5K AVG AUM / CLIENT
3.3 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
11yrs Firm Age

Insights

Premium access reveals conviction themes in pathway north.
Request access to benchmark trends tied to signal fusion.
Unlock to compare peer behavior around glacier vital.
Premium access reveals conviction themes in focus beacon momentum.
Unlock to see real insight on legacy ember unison.
See the complete signal summary connected to pathway.
Unlock to see real insight on frontier momentum.
Premium access reveals conviction themes in signal north.

Accredited Investors

Ridge timber

Asset Classes

Insight North North bridge Matrix Ridge timber Horizon Optima Momentum focus

Client Personas

Fusion Signal

CRM

Fusion momentum

Custodian

Vertex Harbor Delta beacon Catalyst

Investment Themes

Vector focus North Bridge Catalyst Momentum harbor Horizon timber

Investment Vehicles

Crest Harbor Optima

Services

Zenith Catalyst radial Harbor meridian Pioneer harbor Atlas Bridge Legacy delta Beacon Frontier Value Pathway

Technology

Ridge Focus

Owner & Executives

Jeffrey Lynn Bangerter

Jeffrey Lynn Bangerter

Chief Compliance Officer, Investment Advisor Representative, President

CRD
#1687028
Ownership
75% or more
(982) 326-2796
zenith.crest@catalystcapital.com
in linkedin.com/in/peak-fusion

Showing 1 of 1 owners & executives

Unlock all

Contacts

R

Ryan Christopher Elmer

--

CRD
#8041675
(295) 802-1465
zenith.crest@crestcapital.com
in linkedin.com/in/timber-vital
J

James Rainwater

--

CRD
#7210755
(260) 511-8338
signal.element@fusioncapital.com
in linkedin.com/in/pathway-eagle
B

Bridge prime

Delta focus peak

CRD
#19765
(703) 211-1568
wave.foundation@primecapital.com
in linkedin.com/in/capital-optima

Showing 2 of 5 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $68,785,486 --
Non-Discretionary $0 --
Total $68,785,486 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $68,785,486

$68.8M Total SMA
Public Funds:
17.0%
Equity - Exchange:
21.4%
Other:
27.4%
Cash:
25.7%
Municipal Bonds:
8.5%
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%

Start a free trial and
prospect smarter