Overview
Assets Under Management: $418 million
Headquarters: MOORESTOWN, NJ
High-Net-Worth Clients: 102
Average Client Assets: $2.6 million
Frequently Asked Questions
LANE HIPPLE - WEALTH MANAGEMENT GROUP 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 HIPPLE - WEALTH MANAGEMENT GROUP is subject to fiduciary duty under federal law.
LANE HIPPLE - WEALTH MANAGEMENT GROUP is headquartered in MOORESTOWN, NJ.
LANE HIPPLE - WEALTH MANAGEMENT GROUP 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 HIPPLE - WEALTH MANAGEMENT GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
LANE HIPPLE - WEALTH MANAGEMENT GROUP manages $418 million in client assets according to their SEC filing dated February 06, 2025.
According to their SEC Form ADV, LANE HIPPLE - WEALTH MANAGEMENT GROUP 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 Client Assets: $2.6 million
Total Client Accounts: 1,083
Discretionary Accounts: 1,072
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 165321
Filing ID: 1935272
Last Filing Date: 2025-02-06 10:56:00