Lange Asset Management, Inc.

Overview

Lange Asset Management, Inc. is a small, individually owned advisory firm focused on direct portfolio management for individuals and small businesses. The firm operates on a fee model that includes a percentage of assets under management, hourly charges and fixed fees, and it runs its client relationships on a discretionary basis. Investment activity centers on publicly offered mutual funds as the primary building blocks of client portfolios, supplemented with allocations to third‑party hedge funds when alternative exposure is needed. The firm does not identify as an ESG investor and is not structured as a multi‑state adviser or pension consultant. Lange Asset Management appears to act as a traditional wealth manager rather than a capital allocator or a multi‑manager platform: its asset mix and custodial footprint point to a mutual fund‑centric approach with selective use of external hedge fund managers to provide non‑correlated returns or specialized strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices