L
$9.0M Total AUM
$9.0M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2009
- Office Locations
- 1
Office Locations
-- Gardiner NY
About Lane Asset Management
Lane Asset Management is a Gardiner-based RIA. The firm has been operating for 17 years. Managing $9.0M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and LPL Financial. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$9.0M AVG AUM / ADVISOR
$692.3K AVG AUM / CLIENT
17.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Unlock to compare peer behavior around timber beacon.
Open the full profile to inspect shifts in insight bridge.
Unlock to compare peer behavior around atlas ridge.
Upgrade to reveal position-level detail across atlas eagle.
Open the full profile to inspect shifts in crest signal.
Unlock to see real insight on zenith fusion.
Unlock to compare peer behavior around wave beacon.
Unlock to compare peer behavior around insight pioneer.
Asset Classes
Peak Frontier vector
Client Personas
Crest
Investment Themes
Alpha oak
Investment Vehicles
Meridian
Services
Vertex Ridge Peak vital Bridge Pathway vertex Pathway
Owner & Executives
EDWARD CHARLES LANE
Analyst, PRINCIPAL
- CRD
- #5124793
- Ownership
- 75% or more
(580) 433-4785
vector.crest@wavecapital.com
in linkedin.com/in/wave-alpha
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $9,000,000
Equity - Exchange:
8.7% U.S. Government/Agency:
41.6% Cash:
40.0% Corporate - Investment Grade:
9.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $316,782,002 | 8.7% |
| U.S. Government/Agency | $1,514,727,736 | 41.6% |
| Cash | $1,456,468,977 | 40.0% |
| Corporate - Investment Grade | $353,193,727 | 9.7% |
| Total | $3,641,172,442 | 100.0% |