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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Patricia Bernadette Lane has been acting as President since 1 Jul 1995. Michael John Klein joined the executive team most recently as the Shareholder.
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.