Investment adviser · CRD 165321
LANE HIPPLE - WEALTH MANAGEMENT GROUP
Investment adviser filing (IA)
LANE AND ASSOCIATES LLC
MOORESTOWN, NJ, United States · Form ADV filed Feb 6, 2025
- Regulatory AUM
- $418M Form ADV · Item 5.F
- Client accounts
- 1,083 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 102 | $264,472,274 | 63.2% |
| Individuals | 309 | $125,871,022 | 30.1% |
| Other clients | 11 | $21,608,465 | 5.2% |
| Charities | Fewer than 5 | $3,624,019 | 0.9% |
| Retirement plans | 5 | $2,910,669 | 0.7% |
Filing source
Form ADV 1935272 · Feb 6, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Feb 6, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
155 E. 3RD STREETMOORESTOWN, NJ, 08057, United States
CRD 165321
Filing source
Form ADV 1935272 · Feb 6, 2025 · 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.