Lange Financial Group, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
6
Advisory reps
5

Firm details

Headquarters
Pittsburgh, Pennsylvania
CRD number
118684
Fee structure
Other
Services
Financial PlanningSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

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

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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

Contacts

3 of 5
  • Michael Long

    Michael Long

    CPA, Investment Advisor RepresentativeCRD 8201009

  • James Lange

    James Lange

    PresidentCRD 4382898

  • Steven Kohman

    Steven Kohman

    Estate Planning AdvisorCRD 4583024

Unlock 2 more contacts

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth