Overview
Assets Under Management: $418 million
Headquarters: MOORESTOWN, NJ
High-Net-Worth Clients: 102
Average Client Assets: $3 million
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/