Lane and Associates LLC
CRD 165321SEC# 801-112841Moorestown, NJ
No longer SEC-registered. Lane and Associates LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$418.5M
Employees
8
Accounts
1,083
Location
Moorestown, NJ
Lane and Associates LLC assets under management
Lane and Associates LLC is an investment advisory firm registered with the SEC based in Moorestown, NJ. It reports $418.5 million in regulatory assets under management and employs 8 people.
Lane and Associates LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew C Hipple Control | Partner | 25-50% | 2019 |
| Michael Thomas Stringer Control | Chief Operating Officer | Under 5% | 2022 |
| Thomas Andrew Lane Control | Managing Partner, Cco | 25-50% | 2003 |
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Join to unlock · $37/moFrequently asked questions
How much does Lane and Associates LLC manage?
Lane and Associates LLC reports $418.5 million in regulatory assets under management on its Form ADV.
How many employees does Lane and Associates LLC have?
Lane and Associates LLC reports 8 employees.
Where is Lane and Associates LLC located?
Lane and Associates LLC is based in Moorestown, NJ.
Does Lane and Associates LLC disclose fund performance?
Lane and Associates LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 155 E. 3rd Street, Moorestown, NJ 08057 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$418.5M▲ 33%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$418.5Mregulatory AUM
Discretionary $396.9MNon-discretionary $21.6M