RANGE FINANCIAL GROUP, LLC
Total AUM
$408.1M
Employees
9Clients
405Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7307 SW BEVELAND ST
#110
TIGARD
OR 97223
United States
#110
TIGARD
OR 97223
United States
Operating Hours
8:00 AM - 5:00 PM
BY APPOINTMENT
BY APPOINTMENT
Phone
503-482-4400
Other Offices
7
Financials
Total AUM
$408.1M
Accounts
1,365Discretionary
$403.4M
Accounts
1,362Non-Discretionary
$4.7M
Accounts
3
Clients
Individual Clients
270AUM
$106.9M
HNW Individual Clients
130AUM
$295.7M
Pension/Profit Sharing Plan Clients
3AUM
$4.7M
Charitable Organization Clients
1AUM
$850.2K
Corporation or Business Clients
1AUM
$57
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCALAORTXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.