Lane Brothers & Co Inc.

Lane Brothers & Co Inc. (CRD# 105968) is a financial advisory firm headquartered in Prescott, AZ. They manage $102,400,000 in 279 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    279
    ACCOUNTS
  • Average Account Value
    $367,025
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

AZ, CA

Financial Advisors at Lane Brothers & Co Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Michael J. Klein
CRD#: 4730794
1550 Plaza West Drive, Prescott, AZ 86303
93
Wealthminder
score

Michael Klein (CRD# 4730794) is an Investment Advisor Representative working at Lane Brothers & Co Inc. in Prescott, AZ and has over 13 years of experience in the finance industry.

2
Kevin P. Lane
CRD#: 1011052
1550 Plaza West Drive, Prescott, AZ 86303
93
Wealthminder
score

Kevin Lane (CRD# 1011052) is an Investment Advisor Representative working at Lane Brothers & Co Inc. in Prescott, AZ and has over 34 years of experience in the finance industry.

3
Randall D. Loemker
CRD#: 5663458
1550 Plaza West Drive, Prescott, AZ 86303
93
Wealthminder
score

Randall Loemker (CRD# 5663458) is an Investment Advisor Representative working at Lane Brothers & Co Inc. in Prescott, AZ and has over 7 years of experience in the finance industry.

4
Patrick Moggridge
CRD#: 5645266
5090 North 40th St., Ste. 190, Phoenix, AZ 85018
73
Wealthminder
score

Patrick Moggridge (CRD# 5645266) is an Investment Advisor Representative working at Lane Brothers & Co Inc. in Phoenix, AZ and has over 6 years of experience in the finance industry.

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