← Back to searchVisit website
DOUGLAS C. LANE & ASSOCIATES
DOUGLAS LANE & ASSOCIATES, LLC
CRD 282563 · SEC 801-107161
ONE DAG HAMMARSKJOLD PLAZA, 885 SECOND AVENUE, 42 FLOOR, NEW YORK, NY, 10017, United States
Phone
212-262-7670
Fax
212-262-2801
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.44B
Discretionary AUM
$8.44B
Team
37 total employees; 17 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCREDIT, CASH MANAGEMENT, AND INSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 210 | $100.8M |
| High net worth individuals | 874 | $7.63B |
| Pension/profit sharing plans | 27 | $312.5M |
| Charitable organizations | 14 | $200.7M |
| Corporations/business entities | 19 | $197.1M |
States served
VT, AL, AK, AZ, CA, CO, DE, DC, GA, ID, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD