$34.3M Total AUM
$34.3M Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
16 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-25-2010
- Office Locations
- 1
Office Locations
-- Fort Myers FL
About Lange Asset Management, Inc.
Lange Asset Management is a Fort Myers, FL registered investment adviser providing portfolio management, rotation investing, and retirement planning for individuals, families, and small businesses. Owner/CIO Sven Lange (CRPC) brings 25+ years of experience and oversees customized portfolios with ongoing monitoring, with assets custodied at Fidelity/NFS.
Team overview
-- AVG AGE
$34.3M AVG AUM / ADVISOR
$714.3K AVG AUM / CLIENT
16.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
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Asset Classes
Quantum
Custodian
Pathway horizon Vital fusion Quantum
Investment Vehicles
Element
Services
Wave Timber Vertex value Oak Horizon harbor
Owner & Executives
S
SVEN LANGE
Advisor, Chief Compliance Officer, President
- CRD
- #2913534
- Ownership
- 75% or more
(424) 861-3163
optima.glacier@valuecapital.com
in linkedin.com/in/delta-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,288,617 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,288,617 | -- |
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Separately Managed Accounts
Total SMA Asset: $34,288,617
Public Funds:
35.5% Cash:
34.0% Equity - Exchange:
30.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,579,943,786 | 35.5% |
| Cash | $1,513,185,598 | 34.0% |
| Equity - Exchange | $1,357,416,491 | 30.5% |
| Total | $4,450,545,875 | 100.0% |