Lane Asset Management

Lane Asset Management (CRD# 149112) is a financial advisory firm headquartered in , . They manage $8,000,000 in 15 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $533,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NJ, NY

Financial Advisors at Lane Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Edward C. Lane
CRD#: 5124793
Kingston, NY
93
Wealthminder
score

Edward Lane (CRD# 5124793) is an Investment Advisor Representative working at Lane Asset Management in Kingston, NY and has over 10 years of experience in the finance industry.

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