| 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 |
Gretchen Stangier, Inc. reports $257.9 million in regulatory assets under management on its Form ADV.
Gretchen Stangier, Inc. reports 4 employees.
Gretchen Stangier, Inc. is based in Clackamas, OR and has been SEC-registered since 2017.
Gretchen Stangier, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $257.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $257.9M |