RANGE ADVISORY, LLC

CRD 321969 · SEC 801-125927

Visit website

8270 GREENSBORO DRIVE, SUITE 910, MCLEAN, VA, 22102, United States

Phone

(703) 261-4126

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$653.9M

Discretionary AUM

$653.9M

Team

38 total employees; 18 advisory reps; 1180 broker-dealer reps

Clients

More than 500

Fees

MEMBERSHIP DUES

Org form

Limited Liability Company

Filing date

2026-03-20

Disciplinary history

Services

Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	415	$76.6M
High net worth individuals	535	$577.3M

States served

VT, AL, AK, AZ, AR, CA, CO, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://twitter.com/range_finance
https://www.instagram.com/rangefinance/
https://www.linkedin.com/company/rangefinanceinc/
https://www.facebook.com/RangeFinance
https://www.range.com/
https://youtube.com/@range_wealth
https://www.reddit.com/r/rangewealth

Official SEC filing: View on IAPD