RIA Intel›Advisers›New Jersey›LANE AND ASSOCIATES LLC

LANE AND ASSOCIATES LLC

Advisory

N·MOORESTOWN, NJ

Data as of Dec 5, 2024 · Source: SEC Form ADV

Total AUM

$418M

1-Year AUM Growth

+22.4%

3-Year CAGR

+9.4%

Employees

5

Assets Under Management

Total AUM$418M

Discretionary AUM$397M

Non-Discretionary AUM$22M

Discretionary %94.8%

Total Clients429

Team

Total Employees5

Investment Advisers8

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record27

First FilingAug 1, 2013

Latest FilingDec 5, 2024

🔒 Full AUM trend chart and 27 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 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 LANE AND ASSOCIATES LLC

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