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Thomas Andrew Lane

LANE AND ASSOCIATES LLC·MOORESTOWN, New Jersey
Unclaimed Profile
155 E. 3RD STREET, MOORESTOWN, NJ 08057CRD# 5553897Firm CRD# 165321
01

About

Thomas Andrew Lane is a registered financial advisor based in MOORESTOWN, New Jersey, affiliated with LANE AND ASSOCIATES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LANE AND ASSOCIATES LLC
LANE HIPPLE - WEALTH MANAGEMENT GROUP
AUM
$314M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at LANE AND ASSOCIATES LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5553897
Firm CRD# 165321
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Andrew Lane offer?
Thomas Andrew Lane specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOORESTOWN, New Jersey for a consultation.
What are Thomas Andrew Lane's credentials?
Thomas Andrew Lane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Andrew Lane located?
Thomas Andrew Lane is based in MOORESTOWN, New Jersey, working with LANE AND ASSOCIATES LLC. Their office serves clients in the MOORESTOWN metropolitan area and surrounding communities.
How does Thomas Andrew Lane charge for services?
Thomas Andrew Lane's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LANE AND ASSOCIATES LLC?
LANE AND ASSOCIATES LLC has approximately 7 employees and manages $314M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Jersey
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City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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