RIA Intel›Advisers›New York›DOUGLAS C. LANE & ASSOCIATES, INC.

DOUGLAS C. LANE & ASSOCIATES, INC.

Advisory

N·NEW YORK, NY

Data as of Mar 31, 2015 · Source: SEC Form ADV

Total AUM

$4.4B

1-Year AUM Growth

+21.7%

3-Year CAGR

+24.7%

Employees

8

Assets Under Management

Total AUM$4.4B

Discretionary AUM$4.4B

Non-Discretionary AUM$3M

Discretionary %99.9%

Total Clients—

Team

Total Employees8

Investment Advisers32

Employee Growth (1Y)—

Filing History

Total Filings on Record25

First FilingFeb 28, 2001

Latest FilingMar 31, 2015

🔒 Full AUM trend chart and 25 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DOUGLAS C. LANE & ASSOCIATES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.