Range Advisory, LLC
Firm details
- Headquarters
- Mclean, Virginia
- CRD number
- 321969
- Registered since
- June 23, 2022
- Website
- www.range.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Other
- Client types
- HNWI88.29%
- Individuals11.71%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Range Advisory, LLC is a privately held limited liability company that registered with the SEC in 2022 and positions itself as a capital allocator serving individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, selection of other advisers, and investor education through publications and seminars. Fee arrangements are listed as "other" rather than a simple AUM or commission model. Range Advisory reports industry affiliations with a broker-dealer and an accountant and is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities21%
- Cash & Cash Equivalents9%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Fahad Hassan
Co-Founder & CEOCRD 7554393
Contacts
3 of 30
Danielle Alcide
Financial PlannerCRD 5730661
Tyler Gahs
Client Relationship ManagerCRD 7043840
Jillian Toomey
Senior Financial PlannerCRD 6214664
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 176Active vs passive
$694M in ETFs
97%
$672M
1%
$22.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $126M | 183,608 | 18.16% |
Location
Mclean, VA
Fairfax
Location
Mclean, VA
Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 8270 Greensboro Dr
- Time zone
- ET (UTC-5)
- Office locations
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