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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-09-2019
- Office Locations
- 1
Office Locations
About Andersonlane
AndersonLane is a Massachusetts-registered, independent advisory firm providing strategic financial planning and discretionary portfolio management for individuals and families. Portfolios include core and ESG options built with low-cost index and factor mutual funds and ETFs, paired with tax-aware planning, estate and charitable strategies, and guidance on executive compensation and concentrated stock positions.
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Owner & Executives
SCOTT ANDERSON SWARTZ
Chief Compliance Officer, Founder, Managing Director, Managing Member
- CRD
- #5346879
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,721,145 | -- |
| Non-Discretionary | $197,756 | -- |
| Total | $50,918,901 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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