Douglas C. Lane & Associates, Inc. is a large advisory firm based in New York. It manages $4.38 billion of regulatory assets for 4,149 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 43 other states.
Douglas C. Lane & Associates provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Douglas C. Lane & Associates, Inc. is $4.38 billion. The firm's AUM has grown by 94% 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 Douglas C. Lane & 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.
The principal office where Douglas C. Lane & 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 dclainc.com/.