Overview
Assets Under Management: $418 million
Headquarters: MOORESTOWN, NJ
High-Net-Worth Clients: 102
Average Client Assets: $3 million
Frequently Asked Questions
LANE AND ASSOCIATES LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165321), LANE AND ASSOCIATES LLC is subject to fiduciary duty under federal law.
LANE AND ASSOCIATES LLC is headquartered in MOORESTOWN, NJ.
LANE AND ASSOCIATES LLC serves 102 high-net-worth clients according to their SEC filing dated February 06, 2025. View client details ↓
According to their SEC Form ADV, LANE AND ASSOCIATES LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
LANE AND ASSOCIATES LLC manages $418 million in client assets according to their SEC filing dated February 06, 2025.
According to their SEC Form ADV, LANE AND ASSOCIATES LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 102
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.20
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,083
Discretionary Accounts: 1,072
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 165321
Last Filing Date: 2025-02-06 00:00:00
Website: https://www.linkedin.com/company/lane-hipple-wealth-management-group/