$17.0M Total AUM
$17.0M Disc. AUM
-- 3Y CAGR
1 Employees
63 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · RBC
- Clients
- Retail
- Platforms
- EagleVector
- Established Date
- 05-20-2003
- Office Locations
- 1
Office Locations
-- Indian Harbour Beach FL
About Lang Asset Management, Inc.
Lang Asset Management is a boutique RIA in Indian Harbour Beach, FL providing wealth management and financial planning, including retirement planning, portfolio construction, and risk management for retail clients such as entrepreneurs. Portfolios skew fixed income, especially municipal and investment-grade corporate bonds, with selective ETF use for equity exposure. Custodied primarily at Schwab and Morgan Stanley.
Team overview
-- AVG AGE
$17.0M AVG AUM / ADVISOR
$269.8K AVG AUM / CLIENT
23.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
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Asset Classes
Quantum Ridge
Client Personas
Fusion element
Custodian
Ember Legacy
Investment Themes
Legacy Ridge Momentum wave
Services
Focus momentum Capital pathway Summit fusion Matrix harbor Quantum
Technology
Vital Capital
Owner & Executives
J
JULIE LANG KIRKPATRICK MRS.
Chief Compliance Officer, President
- CRD
- #4469526
- Ownership
- Less than 5%
(591) 900-4069
unison.focus@radialcapital.com
in linkedin.com/in/vector-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,000,000
Municipal Bonds:
5.5% Corporate - Investment Grade:
25.6% Cash:
18.9% Equity - Exchange:
30.2% U.S. Government/Agency:
19.8% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $372,303,786 | 5.5% |
| Corporate - Investment Grade | $1,732,904,895 | 25.6% |
| Cash | $1,279,371,192 | 18.9% |
| Equity - Exchange | $2,044,286,243 | 30.2% |
| U.S. Government/Agency | $1,340,293,630 | 19.8% |
| Total | $6,769,159,746 | 100.0% |