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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-23-2015
- Office Locations
- 2
Office Locations
About Open Range Financial Group, LLC
Open Range Financial Group is a fiduciary RIA in Manvel, TX serving greater Houston retirees and soon-to-be retirees. The team builds personalized, holistic retirement plans covering goals, risk tolerance, tax-aware strategies, and ongoing wealth management. Portfolios are ETF-heavy with additional public funds and fixed income, and the firm custodians with Charles Schwab. Differentiator: its structured retirement process and “family CFO” approach.
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Owner & Executives
Garret Paul Hanson
Chief Compliance Officer, Investment Advisor Representative, PRINCIPAL
- CRD
- #7159034
- Ownership
- 50% but less than 75%
Nicolas Ty Sudderth
Financial Advisor, PRINCIPAL
- CRD
- #7263844
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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KALE VICTOR HANSON
President
- CRD
- #2896068
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,347,856 | $245,474 |
| Non-Discretionary | $0 | -- |
| Total | $77,347,856 | $245,474 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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