RIA Intel›Advisers›Arizona›LANE FINANCIAL, P.C.

LANE FINANCIAL, P.C.

Advisory

AZ

Data as of Feb 24, 2026 · Source: SEC Form ADV

Average account

$2M

across 6 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$11M

Discretionary AUM$0

Non-Discretionary AUM$11M

Discretionary %0%

Total Clients6

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

6 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

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CROSS BORDER TAX & ACCOUNTING, LLC

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BURRIS WEALTH MANAGEMENT, INC.

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