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LANGE ASSET MANAGEMENT, INC.

Advisory

NY

Data as of Jan 30, 2026 · Source: SEC Form ADV

Rank in NY
#4,685
of 5,722 advisers by AUM
Average account
$413K
across 83 accounts
AUM per adviser
$34M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM
$34M
Discretionary %
100%
Clients
24
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$34M
Discretionary AUM$34M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients24
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL, NY, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

SAGOL ADVISORS LLC
NEW YORK, NY
$34M
0.0% 1Y
RETIREWELL PLANS, LLC
MELVILLE, NY
$34M
UNCOMMON INVESTMENT ADVISORS LLC
NORTH WHIITE PLAINS, NY
$34M
AMERICAN INVESTMENT PLANNERS LLC
JERICHO, NY
$34M
-10.2% 1Y
CHAMONIX PARTNERS CAPITAL MANAGEMENT LLC
NEW YORK, NY
$34M
-93.1% 1Y
WESTCHESTER CAPITAL PARTNERS, LLC
VALHALLA, NY
$34M
-28.5% 1Y

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