RANGE FINANCE, INC.
Adviser information for RANGE FINANCE, INC. last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 30 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 9 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 239 | $27.2M |
| Non-Discretionary | 0 | $0 |
| Total | 239 | $27.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 439 | $7.6M |
| HNW Individuals | 259 | $19.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 639 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 698 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Publication of periodicals or newsletters |
|---|---|
| Compensation | MEMBERSHIP DUES |
Identifiers
| SEC RIA File Number | 801-125927 |
|---|---|
| SEC ERA File Number | 801-125927 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 321969 |
| Legal Entity Identifier | None |
Principal Office
8350 BROAD STREETSUITE 340
MCLEAN
VA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: (703) 261-4126, Fax: None
Chief Compliance Officer
FAHAD HASSAN
CEO
440 MONTICELLO AVE STE 1802
PMB 32321
NORFOLK
VA
United States
Tel:
(703) 261-4126
F****@********M
(Full email address available in API data)
Regulatory Contact
DAVID CUSATIS
CO-FOUNDER AND CTO
440 MONTICELLO AVE STE 1802
PMB 32321
NORFOLK
VA
United States
Tel:
(703) 261-4126
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Hassan, Fahad | Individual | – | CEO, CCO & CO-FOUNDER | 12/2020 | 25-50% |
| RANGE FINANCE INC. | Domestic Entity | – | PARENT COMPANY | 01/2024 | > 75% |
| Hassan, Fahad | Individual | RANGE FINANCE INC. | CEO, CO-FOUNDER | 12/2020 | 25-50% |