Lane Asset Management

Lane Asset Management (CRD# 149112) is a financial advisory firm headquartered in Stockbridge, MA. They manage $10,000,000 in 13 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
Po Box 1624, Stockbridge, MA 01262
https://www.linkedin.com/in/edward-lane-asa-cfp-r-07b31811/
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $769,231
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, MA, NJ, NY

Financial Advisors at Lane Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Edward Lane, financial advisor Stockbridge MA
Edward C. Lane
CRD#: 5124793
Stockbridge, MA

Edward Lane (CRD# 5124793) is an Investment Advisor Representative working at Lane Asset Management in Stockbridge, MA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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