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| Lane and Associates LLC
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|---|---|
| CRD # | 165321 |
| SEC # | 801-112841 |
| CIK # | 0002018909 |
| AUM | $418.5 M (2025-02-06) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 856-638-1855 |
| Address | 155 E 3rd Street Moorestown, NJ 08057 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 4.7 | ||
| Apple Inc | 3.7 | ||
| Procter & Gamble Co | 2.9 | ||
| Lilly Eli & Co | 2.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 309 | 125.9 |
| (b) Individuals (high net worth individuals) | 102 | 264.5 |
| (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 | 5 | 2.9 |
| (h) Charitable organizations | 2 | 3.6 |
| (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 | 0 | 0.0 |
| (n) Other | 11 | 21.6 |
| Total | 1,083 | 418.5 |
| By Discretionary | ||
| Discretionary | 1,072 | 396.9 |
| Non-Discretionary | 11 | 21.6 |
| Total | 1,083 | 418.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 418.5 | |
| Total | 1,083 | 418.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002018909] |
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|---|---|---|
|
Comprehensive Financial Planning Inc
✚
|
PA | 0.4 |
|
Sindia Capital Advisers LLC
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NJ | 0.4 |
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Bowman & Company SC
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Courage Miller Partners LLC
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|
Integrated Quantitative Investments LLC
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0.4 | |
|
Prospect Financial Services LLC
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NY | 0.4 |
|
Graney & King LLC
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NY | 0.4 |
|
Dougherty Wealth Advisers LLC
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MN | 0.4 |
|
Relation Wealth Management Inc
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OK | 0.4 |
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MBM Wealth Consultants LLC
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MO | 0.4 |