RANGE FINANCIAL GROUP, LLC
Firm details
- Headquarters
- TIGARD, Oregon
- CRD number
- 290001
- Registered since
- September 8, 2020
- Website
- rangefinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.46%
- Individuals26.19%
- Pension & Profit Sharing Plans1.14%
- Charitable Organizations0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Range Financial Group, LLC is a privately held independent registered investment adviser that began SEC registration in 2020 and operates as a limited liability company under individual ownership. The firm serves both individual and family clients as well as institutional clients, offering fee arrangements based on a percentage of assets under management and fixed fees. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm also functions as an insurance broker and lists an affiliation with accounting professionals for business relationships. Range does not identify as an active ESG investor and is not listed as a capital allocator.
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
- Exchange Traded Equities54%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents10%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 7STEVEN HARPHAM
Lead AdvisorCRD 5601841
STEPHANIE THOMPSON-BUTTICE
Lead AdvisorCRD 5240480
Robert Fankhauser
Co-Founder & PartnerCRD 6716172
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$100M in ETFs
53%
$53.4M
30%
$46.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST US EQUITY MODERATE BUFFER ETF - JANUARY (GJAN) | Active | Options Trading | $13M | 310,617 | 12.98% |
Location
TIGARD, OR
WASHINGTON
Location
TIGARD, OR
Headquartered in TIGARD, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- WASHINGTON
- Address
- 7307 SW Beveland Rd
- Time zone
- PT (UTC-8)
- Office locations
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