Lane Brothers & Co Inc (Prescott)

Name: Lane Brothers & Co Inc
Address: 1550 Plaza West Drive, Prescott, AZ, 86303
Telephone: 928-776-8870

Lane Brothers & Co Inc is an adviser based in Prescott. It manages $66.75 million of regulatory assets for 211 client accounts. It has been registered with the SEC as an adviser since 2001.

Lane Brothers & provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lane Brothers &: assets under management

The assets under management (AUM) of Lane Brothers & Co Inc is $66.75 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $66.75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $316.37 thousand each.

Lane Brothers & has custody of $6.85 million in cash and securities for 27 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lane Brothers & Co Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lane Brothers & Co Inc

Patricia Bernadette Lane has been acting as President since 1 Jul 1995. Michael John Klein joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kevin Patrick Lane	President/ceo	1 Jan 1990	50% - 75%	1011052
Joseph Lane	Shareholder	1 Sep 1991	Other	2150030
Patricia Bernadette Lane	Director	1 Jul 1995	Other	1947023
Thomas Lane	Director	1 Jul 1995	Other	2617513
Patricia Lane Briones	Director	1 Jul 1995	Other	1947023
Andrea Kyle Collins	Chief compliance officer	1 Dec 2009	Other	2296869
Michael John Klein	Shareholder	1 Jul 2011	Other	4730794

Based in Prescott

The principal office where Lane Brothers & Co Inc performs its advisory services is located at 1550 Plaza West Drive, Prescott, AZ 86303, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 928-776-8870 or by fax 928-776-0828. The normal business hours are 8:30-4:30 pm on Monday - Friday. You can find more information about the New York firm at www.lanebrothers.com.