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Julienne Eve Egofske

Range Advisory, LLC

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About Julienne Eve Egofske

Julienne Eve Egofske is a financial advisor with Range Advisory, LLC. Julienne is registered with the state of New York and is also registered as an investment advisor representative (IAR) in Pennsylvania, Texas, and Virginia. Julienne has been a financial advisor for over 5 years. She has experience working with a wide range of clients, including high-net-worth individuals and corporations. Julienne is a Certified Financial Planner and has a strong understanding of the financial planning process. She is committed to providing her clients with personalized financial advice that meets their unique needs. Julienne is also a yoga instructor. In her spare time, Julienne enjoys teaching yoga and spending time with her family.

Firm Information

Julienne Egofske is currently registered with Range Advisory, LLC. Range Advisory, LLC is an investment advisor based in McLean, Virginia. The firm provides financial planning, portfolio management for individuals, and publication of periodicals. They primarily serve individuals, both high-net-worth and non-high-net-worth, with a total of 698 clients and $27.2 million in regulatory assets under management.
Range Advisory, LLC

8350 BROAD STREET

MCLEAN, VA 22102

$27.20M

Assets Under Management

639

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

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Julienne Egofske’s Registration & Firm History

NY

02/09/2025 - Present

Range Advisory, LLC (New York NY)

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Licenses & Designations

IA

Issued 02/04/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julienne Eve Egofske.
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