Lang Asset Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 113027
- Website
- langasset.com
- Custodians
- RBC CAPITAL MARKETS, LLC, MORGAN STANLEY & CO. LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lang Asset Management, Inc. is a small, owner-operated independent RIA that focuses on fee-based portfolio management and financial planning for individuals, families and small businesses. The firm runs a largely fixed-income oriented program, with a clear tilt toward municipal and state & local bonds as the primary allocation. All reported assets are managed on a discretionary basis, indicating clients delegate ongoing portfolio decisions to the adviser. Lang Asset Management does not position itself as an ESG specialist and appears to operate within a single-state footprint. Service delivery centers on personalized account management rather than scale-driven product distribution. The firm charges a percentage of assets under management and offers traditional advisory services—financial planning and discretionary portfolio management—rather than institutional or pension consulting mandates.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds60%
- Investment Grade Corp Bonds25%
- Exchange Traded Equities5%
- US Government Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Robert Lang
Chairman and Chief Executive OfficerCRD 1976498
Contacts
1 of 1
Julie Kirkpatrick
PresidentCRD 4469526
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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