Open Range Financial Group, LLC

RIASEC Registered
Total AUM
$77.3M
Discretionary
$77.3M
100% of AUM
Avg account
$374K
Accounts
207
Employees
3
Advisory reps
3

Firm details

Headquarters
Waco, Texas
CRD number
175296
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI86.77%
  • Individuals13.23%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Open Range Financial Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its fees are charged as a percentage of assets under management and through fixed-fee engagements. The adviser reports it is not an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. The firm lists an affiliation with an insurance company in its industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

Asset composition

Asset composition: Exchange Traded Equities 67%, Investment Grade Corp Bonds 16%, State & Local Bonds 9%, Cash & Cash Equivalents 5%, Private Funds 2%, Public Funds/Mutual Funds 1%67%
  • Exchange Traded Equities67%
  • Investment Grade Corp Bonds16%
  • State & Local Bonds9%
  • Cash & Cash Equivalents5%
  • Private Funds2%

Contacts

3 of 3
  • Kale Hanson

    Kale Hanson

    PresidentCRD 2896068

  • Garret Hanson

    Garret Hanson

    Investment Advisor RepresentativeCRD 7159034

  • Nicolas Sudderth

    Nicolas Sudderth

    Investment Advisor RepresentativeCRD 7263844

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

Waco, TX

Mclennan

Location

Waco, TX

Headquartered in Waco, TX, in the South of the United States.

Region
South
County
Mclennan
Address
510 Austin Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth