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Building 2LANE GENERATIONAL LLC

Map pin
Phone617-865-3949
NotebookSEC #801-119363
Total AUM
$139.3M
Employees
2
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
617-865-3949
Other Offices
2

ReceiptFinancials

Total AUM
$139.3M
Accounts
86
Discretionary
$139.3M
Accounts
86
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
15
AUM
$4.9M
HNW Individual Clients
32
AUM
$111.4M
Corporation or Business Clients
3
AUM
$23M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLMANHTXVT

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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