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Building 2RANGE FINANCIAL GROUP, LLC

Map pinTIGARD, OR
Phone503-482-4400
NotebookSEC #801-119404
Total AUM
$408.1M
Employees
9
Clients
405

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7307 SW BEVELAND ST
#110
TIGARD
OR 97223
United States
Operating Hours
8:00 AM - 5:00 PM
BY APPOINTMENT
Phone
503-482-4400
Other Offices
7

ReceiptFinancials

Total AUM
$408.1M
Accounts
1,365
Discretionary
$403.4M
Accounts
1,362
Non-Discretionary
$4.7M
Accounts
3

ContactClients

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Individual Clients
270
AUM
$106.9M
HNW Individual Clients
130
AUM
$295.7M
Pension/Profit Sharing Plan Clients
3
AUM
$4.7M
Charitable Organization Clients
1
AUM
$850.2K
Corporation or Business Clients
1
AUM
$57

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCALAORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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