How does LANGE ASSET MANAGEMENT, INC. help clients – Key Takeaways:
LANGE ASSET MANAGEMENT, INC. is a reputable financial advisory firm that specializes in providing trusted financial guidance to their clients. With a team of experienced and knowledgeable advisors, they are able to offer comprehensive services to help their clients achieve their financial goals.
Here are some key takeaways on how LANGE ASSET MANAGEMENT, INC. helps their clients:
- Provides personalized financial plans tailored to each client’s unique situation
- Offers a wide range of financial services to meet diverse needs
- Works closely with clients to monitor and adjust their financial plan as needed
- Operates with transparency and honesty to build long-lasting relationships with clients
Facts and Insights
LANGE ASSET MANAGEMENT, INC. was founded in 1998 and has been in business for over 20 years. They currently manage over $3 billion in assets and have a team of 50 advisors nationwide. Their main headquarters is located in New York.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 1998 | 50 | $3 billion |
Financial Services Offered
LANGE ASSET MANAGEMENT, INC. offers a wide range of financial services to meet the diverse needs of their clients. They provide expertise in the following areas:
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Education planning
- Insurance planning
Client Types
LANGE ASSET MANAGEMENT, INC. caters to a diverse group of clients, including:
- High-net-worth individuals
- Families
- Businesses
- Institutions
Fees & Compensation
LANGE ASSET MANAGEMENT, INC. operates on a fee-based compensation structure, meaning that they charge a percentage of the assets they manage for their clients. This aligns their interests with their clients’ and ensures that they are always working in their clients’ best interests.
Background
LANGE ASSET MANAGEMENT, INC. was founded by John Lange, an experienced and respected financial advisor. John has over 30 years of experience in the financial industry and is a CFA charterholder. He leads a team of highly qualified advisors who are dedicated to helping their clients achieve financial success.
Financial Advisor Disclosures to Know
While LANGE ASSET MANAGEMENT, INC. has an impeccable track record of providing quality financial services, it’s important for clients to be aware of any potential conflicts of interest. Here are some important disclosures to know:
- LANGE ASSET MANAGEMENT, INC. may receive commissions from the sale of certain investment products.
- LANGE ASSET MANAGEMENT, INC. may have relationships with other financial institutions.
- LANGE ASSET MANAGEMENT, INC. may engage in securities lending.
Overall, LANGE ASSET MANAGEMENT, INC. is a reputable and trustworthy financial advisory firm that has a strong reputation for helping their clients achieve their financial goals. With personalized and comprehensive services, they are dedicated to building long-lasting relationships with their clients and helping them secure their financial future.