Lane Douglas C & Associates Inc is a large advisory firm based in New York. It manages $2.25 billion of regulatory assets for 3,073 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 39 other states.
Lane Douglas C & Associates provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lane Douglas C & Associates Inc is $2.25 billion. The firm's AUM has grown by 71% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Lane Douglas C & Associates Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Douglas Calder Lane has been acting as President since 1 Jul 1994. Barbara A Colucci joined the executive team most recently as the Principal, Chief Operations Officer.
The principal office where Lane Douglas C & Associates Inc performs its advisory services is located at 777 Third Avenue, New York, NY 10017 1307, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-262-7670 or by fax 212-262-2801. The normal business hours are 8:30 to 5:30 on Monday - Friday. You can find more information about the New York firm at www.douglasclane.com.