Lange Financial Group, LLC
Firm details
- Headquarters
- Pittsburgh, Pennsylvania
- CRD number
- 118684
- Website
- paytaxeslater.com
- Fee structure
- Other
- Services
- Financial PlanningSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Lange Financial Group, LLC is organized as a limited liability company with individual ownership. The firm is identified in the snapshot as a capital allocator and uses a non-standard fee designation ("Other"). The record does not list a year of SEC registration and classifies the adviser as "Unclassified." Service offerings emphasize client-facing planning and education: the firm provides financial planning, selects other advisers on clients’ behalf, issues periodicals or newsletters, and runs educational seminars or workshops. The firm is not flagged as an active ESG investor, is not labeled a pension consultant, and is not identified as a related adviser. The firm also maintains professional ties to outside service providers, with industry affiliations noted to include accountants, law firms, and insurance companies.
Assets & Accounts
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
Contacts
3 of 5
James Lange
PresidentCRD 4382898

Steven Kohman
Estate Planning AdvisorCRD 4583024
Jennifer Hall
Managing CPACRD 7425192
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pittsburgh, PA
Allegheny
Location
Pittsburgh, PA
Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 2200 Murray Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Ewa, LLC
RIAPittsburgh, PA
Kramer Fiduciary Services
RIAPittsburgh, PA
Allegheny Financial Group
RIAPittsburgh, PA
Elder Law Management, Elder Law Planning Services
RIAPittsburgh, PA
Cookson Peirce Wealth Management
RIAPittsburgh, PA
Atmos Advisory, LLC
RIAPittsburgh, PA