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Home > Retirement Planners > oregon > tigard > RANGE FINANCIAL GROUP, LLC
RANGE FINANCIAL GROUP, LLC
7307 Sw Beveland St
#110
Tigard, Oregon 97223
Tel: 503-482-4400
About RANGE FINANCIAL GROUP, LLC
RANGE FINANCIAL GROUP, LLC, formally registered with the SEC as RANGE FINANCIAL GROUP, LLC. The firm was established in 09/08/2020. They have over 2 offices throughout the country.
RANGE FINANCIAL GROUP, LLC is a Tigard, Oregon based Financial Planning firm with nearly $321,067,599 assets under management, offering retirement planning & investment advisory services to 1188 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290001 |
| SEC# | 801-119404 |
| Assets Managed by Firm | $321,067,599 |
| No. of Clients | 1188 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1188 | $321,067,599 |
| Individuals (other than high net worth individuals) | 232 | $77,421,362 |
| High net worth individuals | 118 | $235,745,056 |
| Pension and profit sharing plans | 3 | $7,226,953 |
| Charitable organizations | 1 | $662,723 |
| Corporations or other businesses | 1 | $11,505 |
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|---|---|---|---|
| $34,385,256,113 | 126310 | 112 | |
| $25,897,235,362 | 73 | 9 | |
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