Lane Brothers & Co Inc.

Lane Brothers & Co Inc. (CRD# 105968) is a financial advisory firm headquartered in Prescott, AZ. They manage $14,151,697 in 8 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $1,768,962
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA

Financial Advisors at Lane Brothers & Co Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Joseph M. Allen
CRD#: 7052252
1550 Plaza West Drive, Prescott, AZ 86303

Joseph Allen (CRD# 7052252) is an Investment Advisor Representative working at Lane Brothers & Co Inc. in Prescott, AZ and has over 5 years of experience in the finance industry.

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

Kevin Lane (CRD# 1011052) is an Investment Advisor Representative working at Lane Brothers & Co Inc. in Prescott, AZ and has over 41 years of experience in the finance industry.

3
Megan K. Lane
CRD#: 7442462
1550 Plaza West Drive, Prescott, AZ 86303

Megan Lane (CRD# 7442462) is an Investment Advisor Representative working at Lane Brothers & Co Inc. in Prescott, AZ and has 1 year of experience in the finance industry.

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