Overview
Assets Under Management: $321 million
Headquarters: TIGARD, OR
High-Net-Worth Clients: 118
Average Client Assets: $2 million
Frequently Asked Questions
RANGE FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290001), RANGE FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
RANGE FINANCIAL GROUP, LLC is headquartered in TIGARD, OR.
RANGE FINANCIAL GROUP, LLC serves 118 high-net-worth clients according to their SEC filing dated January 24, 2025. View client details ↓
According to their SEC Form ADV, RANGE FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
RANGE FINANCIAL GROUP, LLC manages $321 million in client assets according to their SEC filing dated January 24, 2025.
According to their SEC Form ADV, RANGE FINANCIAL GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 118
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.43
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,188
Discretionary Accounts: 1,185
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 290001
Last Filing Date: 2025-01-24 00:00:00
Website: https://rangefinancialgroup.com