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Building 2DOUGLAS C. LANE & ASSOCIATES

Map pinNEW YORK, NY
Phone212-262-7670
NotebookSEC #801-107161
Total AUM
$8.4B
Employees
37
Clients
1,144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE DAG HAMMARSKJOLD PLAZA
885 SECOND AVENUE, 42 FLOOR
NEW YORK
NY 10017
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Phone
212-262-7670
Other Offices
2

ReceiptFinancials

Total AUM
$8.4B
Accounts
5,556
Discretionary
$8.4B
Accounts
5,556
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
210
AUM
$100.8M
HNW Individual Clients
874
AUM
$7.6B
Pension/Profit Sharing Plan Clients
27
AUM
$312.5M
Charitable Organization Clients
14
AUM
$200.7M
Corporation or Business Clients
19
AUM
$197.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CREDIT, CASH MANAGEMENT, AND INSURANCE SOLUTIONS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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