Range Advisory, LLC
Firm details
- Headquarters
- Mclean, Virginia
- CRD number
- 321969
- Registered since
- June 23, 2022
- Website
- www.range.com
- Custodians
- ALTRUIST FINANCIAL LLC, APEX CLEARING CORPORATION
- Fee structure
- Other
- Client types
- HNWI79.09%
- Individuals20.91%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Range Advisory, LLC is an independent registered investment adviser that began SEC registration in 2022. The firm serves individual and family clients and positions itself as a capital allocator that combines financial planning and discretionary portfolio management for individuals and small businesses with selection-of-other-advisers capabilities. Its published activities include producing periodicals or newsletters and running educational seminars and workshops. Ownership is structured as a mix of a domestic entity and individuals. Range Advisory reports a nonstandard fee arrangement (listed as "Other") and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds70%
- Exchange Traded Equities21%
- Cash & Cash Equivalents9%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Fahad Hassan
Co-Founder & CEOCRD 7554393
Contacts
3 of 30
Danielle Alcide
Financial PlannerCRD 5730661
Tyler Gahs
Client Relationship ManagerCRD 7043840
Jillian Toomey
Senior Financial PlannerCRD 6214664
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 176Active vs passive
$694M in ETFs
97%
$672M
1%
$22.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $126M | 183,608 | 18.16% |
Location
Mclean, VA
Fairfax
Location
Mclean, VA
Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 8270 Greensboro Dr
- Time zone
- ET (UTC-5)
- Office locations
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