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⚲
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| Range Financial Group LLC
✚
|
|
|---|---|
| CRD # | 290001 |
| SEC # | 801-119404 |
| CIK # | 0001928635 |
| AUM | $261.6 MM (2024-03-29) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 503-482-4400 |
| Address | 7307 SW Beveland St Tigard, OR 97223 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 7.0 | |
| LLY | 301,789.7 | 3.8 | |
| ANET | 29,365.2 | 3.7 | |
| BKNG | 74,682.6 | 2.7 | |
| RCL | 10,233.9 | 2.7 | |
| STX | 15,664.3 | 2.7 | |
| HD | 277,648.0 | 2.6 | |
| KMB | 44,656.1 | 2.6 | |
| WSM | 8,142.2 | 2.6 | |
| AMGN | 130,083.0 | 2.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 59.4 |
| (b) Individuals (high net worth individuals) | 109 | 192.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 8.8 |
| (h) Charitable organizations | 1 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,044 | 261.6 |
| By Discretionary | ||
| Discretionary | 1,038 | 252.7 |
| Non-Discretionary | 6 | 8.8 |
| Total | 1,044 | 261.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 261.6 | |
| Total | 1,044 | 261.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001928635] |
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