Range Financial Group, LLC
Firm details
- Headquarters
- Tigard, Oregon
- CRD number
- 290001
- Registered since
- September 8, 2020
- Website
- rangefinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.46%
- Individuals26.19%
- Pension & Profit Sharing Plans1.14%
- Charitable Organizations0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Range Financial Group, LLC is an independent registered investment adviser that began SEC registration in 2020. The firm serves individual, family and institutional clients, combining financial planning, portfolio management for individuals and small businesses, and pension consulting with insurance brokerage capabilities. Its ownership is held by an individual principal and its fees are charged as a percentage of assets under management and via fixed fees. Range does not describe itself 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
- Exchange Traded Equities54%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents10%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$115M in ETFs
49%
$56.1M
30%
$58.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST US EQUITY MODERATE BUFFER ETF - JANUARY (GJAN) | Active | Options Trading | $13.4M | 291,373 | 11.71% |
Location
Tigard, OR
Washington
Location
Tigard, OR
Headquartered in Tigard, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 7307 Sw Beveland Rd
- Time zone
- PT (UTC-8)
- Office locations
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