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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-01-2020
- Office Locations
- 8
Office Locations
About Range Advisory, LLC
Range Advisory, LLC is an SEC-registered RIA offering app-based wealth management and financial planning for individuals. Clients aggregate accounts, meet with a Range Financial Planner, and receive modular plans across investments, tax, retirement, cash flow, and real estate, with DIY dashboards for projections and monitoring. Investment management is delivered via third-party TAMP strategies; custody includes Altruist.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Fahad Hassan
Chief Compliance Officer, Chief Executive Officer, Co-founder, Founder
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 1 of 1 owners & executives
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DANIELLE CARLOTTA ALCIDE
Director
- CRD
- #5730661
Reed E Bertram
Senior Financial Planning Associate, CIMA®
- CRD
- #7141793
Showing 2 of 34 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $653,945,567 | $172,636 |
| Non-Discretionary | $0 | -- |
| Total | $653,945,567 | $172,636 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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