Overview
Assets Under Management: $321 million
Headquarters: TIGARD, OR
High-Net-Worth Clients: 118
Average Client Assets: $2 million
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