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| Happy Holidays!! thanks for using AUM13F!! |
| Douglas Lane & Associates LLC
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| CRD # | 282563 |
| SEC # | 801-107161 |
| CIK # | 0001672594 |
| AUM | $8.2 B (2025-04-08) |
| Employees | 37 (46% Investors, 0% Brokers) |
| Phone | 212-262-7670 |
| Address | One Dag Hammarskjold Plaza New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.3 | ||
| J P Morgan Chase & Co | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Qualcomm Inc/DE | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| American Express Co | 0.1 | ||
| General Electric Co | 0.1 | ||
| VISA Inc | 0.1 | ||
| Morgan Stanley | 0.1 | ||
| GoDaddy Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 241 | 0.1 |
| (b) Individuals (high net worth individuals) | 909 | 7.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 32 | 0.6 |
| (h) Charitable organizations | 14 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 24 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 5,608 | 8.2 |
| By Discretionary | ||
| Discretionary | 5,608 | 8.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,608 | 8.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 8.1 | |
| Total | 5,608 | 8.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001672594] | |
| SC 13G | [0001672594] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DF Dent and Company Inc
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|
MD | 8.6 |
|
Crawford Investment Counsel Inc
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|
GA | 8.5 |
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Mariner Independent Advisor Network LLC
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KS | 8.5 |
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Saturna Capital Corporation
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WA | 8.4 |
|
Valmark Advisers Inc
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OH | 8.4 |
|
CornerStone Advisors Asset Management LLC
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PA | 8.3 |
|
Prowell Financial Management LLC
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|
PA | 8.1 |
|
Orgel Wealth Management LLC
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|
WI | 8.1 |
|
Joel Isaacson & Co LLC
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|
NY | 8.0 |
|
River Road Asset Management LLC
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|
KY | 8.0 |