LANGE FINANCIAL GROUP, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
6
Advisory reps
5

Firm details

Headquarters
PITTSBURGH, Pennsylvania
CRD number
118684
Fee structure
Other
Services
Financial PlanningSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Lange Financial Group, LLC is organized as a limited liability company with an individual owner and functions as a capital allocator and adviser. The firm’s listed advisory activities emphasize financial planning, selecting other advisers on behalf of clients, producing written client communications, and running educational seminars and workshops. Those service lines suggest the firm places weight on client education and on outsourcing specialized management when appropriate rather than building large in‑house investment platforms. The firm is not identified as an active ESG investor and is not listed as a pension consultant or a multi‑state registered adviser. Its fee structure is reported as “other,” implying a nonstandard or mixed compensation approach (for example, a combination of fees and commission-based products) rather than a simple asset‑based advisory fee. Industry affiliations include accountants, law firms, and an insurance company, indicating a collaborative, referral‑oriented model that integrates tax, legal and insurance planning into client advice.

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 5
  • Michael Long

    CPA, Investment Advisor RepresentativeCRD 8201009

  • JAMES LANGE

    PresidentCRD 4382898

  • STEVEN KOHMAN

    Estate Planning AdvisorCRD 4583024

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PITTSBURGH, PA

ALLEGHENY

Location

PITTSBURGH, PA

Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
ALLEGHENY
Address
2200 Murray Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth