Overview
Assets Under Management: $139 million
High-Net-Worth Clients: 32
Average Client Assets: $3.5 million
Frequently Asked Questions
LANE GENERATIONAL 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 #309619), LANE GENERATIONAL LLC is subject to fiduciary duty under federal law.
LANE GENERATIONAL LLC serves 32 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, LANE GENERATIONAL LLC offers financial planning and portfolio management for individuals. View all service details ↓
LANE GENERATIONAL LLC manages $139 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, LANE GENERATIONAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.96%
Average Client Assets: $3.5 million
Total Client Accounts: 86
Discretionary Accounts: 86
Regulatory Filings
CRD Number: 309619
Filing ID: 2065622
Last Filing Date: 2026-03-12 18:16:15