Investment adviser · CRD 104882

DOUGLAS C. LANE & ASSOCIATES, INC.

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Mar 31, 2015

Regulatory AUM
$4.38B
Form ADV · Item 5.F
Client accounts
4,149
Accounts, not individual clients
Employees
32
Reported in this filing
Advisory professionals
8
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

777 THIRD AVENUE, 38TH FLOOR
NEW YORK, NY, 10017-1307, United States

CRD 104882

Filing source

Form ADV 877640 · Mar 31, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.