Lang Asset Management, Inc.

RIASEC Registered
Total AUM
$17M
Discretionary
$17M
100% of AUM
Avg account
$270K
Accounts
63
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
113027
Custodians
RBC CAPITAL MARKETS, LLC, MORGAN STANLEY & CO. LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Lang Asset Management, Inc. is a small, owner-operated independent RIA that focuses on fee-based portfolio management and financial planning for individuals, families and small businesses. The firm runs a largely fixed-income oriented program, with a clear tilt toward municipal and state & local bonds as the primary allocation. All reported assets are managed on a discretionary basis, indicating clients delegate ongoing portfolio decisions to the adviser. Lang Asset Management does not position itself as an ESG specialist and appears to operate within a single-state footprint. Service delivery centers on personalized account management rather than scale-driven product distribution. The firm charges a percentage of assets under management and offers traditional advisory services—financial planning and discretionary portfolio management—rather than institutional or pension consulting mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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: State & Local Bonds 60%, Investment Grade Corp Bonds 25%, Exchange Traded Equities 5%, US Government Bonds 5%, Cash & Cash Equivalents 5%60%
  • State & Local Bonds60%
  • Investment Grade Corp Bonds25%
  • Exchange Traded Equities5%
  • US Government Bonds5%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Robert Lang

    Chairman and Chief Executive OfficerCRD 1976498

Contacts

1 of 1
  • Julie Kirkpatrick

    Julie Kirkpatrick

    PresidentCRD 4469526

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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth