L
$123.2M Total AUM
$123.2M Disc. AUM
-- 3Y CAGR
2 Employees
138 ADV. Clients
20 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-14-2006
- Office Locations
- 1
Office Locations
421 W. 5TH Street Washington MO
About Lang & Becker, Inc.
Lang & Becker, Inc. is a Washington-based RIA. The firm has been operating for 20 years. Managing $123.2M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$61.6M AVG AUM / ADVISOR
$892.6K AVG AUM / CLIENT
11.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
K
KEVIN JOSEPH LANG
TREASURER
- CRD
- #2550575
- Ownership
- 75% or more
Available
Available
Available
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KOLBY Daniel LANG
--
- CRD
- #7438783
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,184,004 | $728,899 |
| Non-Discretionary | $0 | -- |
| Total | $123,184,004 | $728,899 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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