L
$9.0M Total AUM
$9.0M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
17 yrs Firm Age
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- 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
17.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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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
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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 | -- |
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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% |