Lane And Associates LLC is a large advisory firm based in Moorestown. It manages $143.76 million of regulatory assets for 276 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Florida, New Hampshire, New Jersey, Pennsylvania, and Texas.
Lane And Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lane And Associates LLC is $143.76 million. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lane And Associates LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Lane And Associates is individuals with 542 clients and $64.94 million of assets under management. Among the 8 most similar advisory firms, Lane And Associates has the 3rd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $143.76 million for 578 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Lane And Associates doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Lane And Associates LLC performs its advisory services is located at 155 E. 3 Rd Street, Moorestown, NJ 08057, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 856-638-1855. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at lhswealth.com.