Overview
Assets Under Management: $240 million
Headquarters: PRESCOTT, AZ
High-Net-Worth Clients: 43
Average Client Assets: $2.8 million
Frequently Asked Questions
LANE BROTHERS INVESTMENT COUNSEL 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 #105968), LANE BROTHERS INVESTMENT COUNSEL is subject to fiduciary duty under federal law.
LANE BROTHERS INVESTMENT COUNSEL is headquartered in PRESCOTT, AZ.
LANE BROTHERS INVESTMENT COUNSEL serves 43 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, LANE BROTHERS INVESTMENT COUNSEL offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisors. View all service details ↓
LANE BROTHERS INVESTMENT COUNSEL manages $240 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, LANE BROTHERS INVESTMENT COUNSEL serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.15%
Average Client Assets: $2.8 million
Total Client Accounts: 979
Discretionary Accounts: 979
Regulatory Filings
CRD Number: 105968
Filing ID: 2081980
Last Filing Date: 2026-03-27 15:59:51