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Building 2LANE FAMILY WEALTH MANAGEMENT

Map pinNORTH LIBERTY, IA
Phone319-535-4525
NotebookSEC #801-134759
Total AUM
$142.7M
Employees
2
Clients
204

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
595 ASHLEY CT
STE 2
NORTH LIBERTY
IA 52317
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
319-535-4525

ReceiptFinancials

Total AUM
$142.7M
Accounts
205
Discretionary
$142.7M
Accounts
205
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
149
AUM
$31.3M
HNW Individual Clients
53
AUM
$110.5M
Charitable Organization Clients
1
AUM
$795.6K
Investment Advisor Clients
1
AUM
$210.5K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IAILKYLANETX

HandshakeAffiliates

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

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