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ANDERSONLANE

ANDERSONLANE ASSOCIATES LLC

CRD 301225

Visit website

1329 HIGHLAND AVENUE, SUITE 2, NEEDHAM, MA, 02492, United States

Phone

617-517-4824

Fax

508-905-4832

Registration

— (—)

Source

State registered

Total AUM

$50.9M

Discretionary AUM

$50.7M

Team

1 total employees; 1 advisory reps; 5 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals27$9.6M
High net worth individuals16$41.3M

All web addresses on file

Official SEC filing: View on IAPD