E
$15.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
10 ADV. Clients
6 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-29-2020
- Office Locations
- 1
Office Locations
-- Kenmore WA
About Edwin Lane Financial Services, LLC
Edwin Lane Financial Services, LLC is a Kenmore, WA-based retail RIA providing financial and investment planning, with support for retirement and estate planning and insurance needs. The firm emphasizes asset allocation, portfolio construction, and risk management, using mutual funds and ETFs as building blocks. Custody is via Interactive Brokers.
Team overview
68 AVG AGE
$15.9M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
6.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
N
NEIL EDWIN LARSON
Chief Compliance Officer, Managing Member
- CRD
- #4534466
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $15,901,484 | -- |
| Total | $15,901,484 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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