Lane Financial Management, Inc.

Lane Financial Management, Inc. (CRD# 144809) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $3,250,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $180,556
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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.

CO

Financial Advisors at Lane Financial Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Damon W. Lane
CRD#: 1531800
3710 Sinton Road, Suite 120, Colorado Springs, CO 80907
96
Wealthminder
score

Damon Lane (CRD# 1531800) is an Investment Advisor Representative working at Lane Financial Management, Inc. in Colorado Springs, CO and has over 30 years of experience in the finance industry.

2
Michelle M. Lane
CRD#: 6289719
3710 Sinton Road, Suite 120, Colorado Springs, CO 80907
89
Wealthminder
score

Michelle Lane (CRD# 6289719) is an Investment Advisor Representative working at Lane Financial Management, Inc. in Colorado Springs, CO and has over 3 years of experience in the finance industry.

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