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RANGE FINANCIAL GROUP, LLC

TIGARD, OR · CRD 290001 · IAPD ↗ · rangefinancialgroup.com · 503-482-4400

$408.1MRegulatory AUM
7Advisory reps
9Employees
0Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2026 — RANGE FINANCIAL GROUP, LLC added office(s): 1 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
March 2026 — RANGE FINANCIAL GROUP, LLC reported RAUM up 27% ($321.1M -> $408.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.