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Building 2LANE BROTHERS & CO INC

Map pinPRESCOTT, AZ
Phone928-776-8870
NotebookSEC #801-36027
Total AUM
$66.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1550 PLAZA WEST DRIVE
PRESCOTT
AZ 86303
United States
Operating Hours
8:30-4:30 PM
Monday - Friday
Phone
928-776-8870

ReceiptFinancials

Total AUM
$66.8M
Accounts
211
Discretionary
$66.8M
Accounts
211
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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