JE
CFP
JE
CFP

Julienne Eve Egofske

3 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
N/A
Firm Size
25 advisors
Number of Clients
224 clients
Average Client Portfolio
$646K average
Assets Under Management
$144.7M

Fee Structure

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Location

New York, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Julienne works as a yoga instructor at CorePower Yoga, dedicating about 10-20% of her time. This activity is not investment-related.

Employment History
Current Registrations
Range Advisory, LLC
February 2025 - Present · 1 yr
Previous Registrations
Corient
December 2022 - December 2024 · 2 yrs
Balasa Dinverno Foltz LLC
February 2022 - March 2023 · 1 yr 1 mo
State Registrations4 states
NYPATXVA
Advisor
Exams
No exam information available for this advisor.