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LANE BROTHERS INVESTMENT COUNSEL
LANE BROTHERS & CO INC
CRD 105968 · SEC 801-130414
1560 PLAZA WEST DRIVE, PRESCOTT, AZ, 86303, United States
Phone
928-776-8870
Fax
928-776-0828
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$240.1M
Discretionary AUM
$240.1M
Team
6 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 290 | $101.3M |
| High net worth individuals | 43 | $120.4M |
| Pooled investment vehicles | 1 | $386K |
| Pension/profit sharing plans | 1 | $1.1M |
| Charitable organizations | 4 | $7.0M |
| Corporations/business entities | 3 | $9.8M |
States served
AZ, CA, MN, NY, NC, TX
All web addresses on file
- HTTP://WWW.LANEBROTHERS.COM
- https://www.linkedin.com/in/advisorjoe-allen/
- https://www.instagram.com/advisorjoeallen/
- https://www.facebook.com/AdvisorJoeAllen
- https://www.facebook.com/profile.php?id=61561257417994
- https://www.linkedin.com/in/megan-lane-499a0a123/
- https://www.linkedin.com/in/kevinlanebrothers/
- https://www.linkedin.com/company/lane-brothers-company-inc/
- https://www.facebook.com/lanebrothersinvestmentcounsel
- https://www.instagram.com/bridginglanes_finance/
Official SEC filing: View on IAPD