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Building 2LANE BROTHERS INVESTMENT COUNSEL

Map pinPRESCOTT, AZ
Phone928-776-8870
NotebookSEC #801-130414
Total AUM
$240.1M
Employees
6
Clients
342

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1560 PLAZA WEST DRIVE
PRESCOTT
AZ 86303
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
928-776-8870
Other Offices
1

ReceiptFinancials

Total AUM
$240.1M
Accounts
979
Discretionary
$240.1M
Accounts
979
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
290
AUM
$101.3M
HNW Individual Clients
43
AUM
$120.4M
Pooled Vehicle Clients
1
AUM
$385.6K
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M
Charitable Organization Clients
4
AUM
$7M
Corporation or Business Clients
3
AUM
$9.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAMNNCNYTX

HandshakeAffiliates

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

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