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RANGE FINANCIAL GROUP, LLC
CRD 290001 · SEC 801-119404
7307 SW BEVELAND ST, #110, TIGARD, OR, 97223, United States
Phone
503-482-4400
Fax
503-749-7800
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$408.1M
Discretionary AUM
$403.4M
Team
9 total employees; 7 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 270 | $106.9M |
| High net worth individuals | 130 | $295.7M |
| Pension/profit sharing plans | 3 | $4.7M |
| Charitable organizations | 1 | $850K |
| Corporations/business entities | 1 | $57 |
States served
AZ, CA, LA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD