Open Range Financial Group, LLC
Firm details
- Headquarters
- Waco, Texas
- CRD number
- 175296
- Website
- openrangefg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.77%
- Individuals13.23%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Open Range Financial Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its fees are charged as a percentage of assets under management and through fixed-fee engagements. The adviser reports it is not an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. The firm lists an affiliation with an insurance company in its industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Investment Grade Corp Bonds16%
- State & Local Bonds9%
- Cash & Cash Equivalents5%
- Private Funds2%
Contacts
3 of 3
Kale Hanson
PresidentCRD 2896068

Garret Hanson
Investment Advisor RepresentativeCRD 7159034

Nicolas Sudderth
Investment Advisor RepresentativeCRD 7263844
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Waco, TX
Mclennan
Location
Waco, TX
Headquartered in Waco, TX, in the South of the United States.
- Region
- South
- County
- Mclennan
- Address
- 510 Austin Ave
- Time zone
- CT (UTC-6)
- Office locations
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