RIA Intel›Advisers›California›BANGERTER FINANCIAL SERVICES, INC.

BANGERTER FINANCIAL SERVICES, INC.

Advisory

ROSEVILLE, CA

Data as of Jun 23, 2026 · Source: SEC Form ADV

Rank in CA

#3,144

of 5,480 advisers by AUM

Average account

$215K

across 320 accounts

AUM per adviser

$34M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 23, 2026.

Total AUM

$69M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$69M

Discretionary AUM$69M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients320

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndSeptember

Operates In7 states

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

320 clients

35 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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