LANE AND ASSOCIATES LLC
Legal name: LANE HIPPLE - WEALTH MANAGEMENT GROUP
CRD #165321 SEC #801-112841 MOORESTOWN, NJ 856-638-1855
SEC Registered
Total AUM
$418.5M
Discretionary
$396.9M
Employees
8
Clients
251
Accounts
1,083
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $418.5M | $396.9M | $21.6M | 8 | 4 |
| Jan 2025 | $313.9M | $292.7M | $21.2M | 8 | 3 |
| Dec 2024 | $313.9M | $292.7M | $21.2M | 7 | 3 |
| Nov 2024 | $313.9M | $292.7M | $21.2M | 7 | 3 |
| Oct 2024 | $313.9M | $292.7M | $21.2M | 7 | 3 |
| Feb 2024 | $313.9M | $292.7M | $21.2M | 7 | 3 |
| Oct 2023 | $256.4M | $228.9M | $27.5M | 7 | 2 |
| Mar 2023 | $256.4M | $228.9M | $27.5M | 7 | 2 |
| Aug 2022 | $271.4M | $245.2M | $26.3M | 6 | 0 |
| Jun 2022 | $271.4M | $245.2M | $26.3M | 6 | 0 |
| Mar 2022 | $271.4M | $245.2M | $26.3M | 6 | 0 |
| Mar 2021 | $225.7M | $202.4M | $23.3M | 5 | 15 |
| Jun 2020 | $176.3M | $159.5M | $16.8M | 5 | 5 |
| Apr 2020 | $176.3M | $159.5M | $16.8M | 5 | 5 |
| Jun 2019 | $143.8M | $129.3M | $14.5M | 7 | 6 |
| Mar 2019 | $143.8M | $129.3M | $14.5M | 7 | 6 |
| Mar 2018 | $107.2M | $107.2M | $25K | 7 | 0 |
| Apr 2016 | $130M | $126.6M | $3.4M | 6 | 300 |
| Mar 2016 | $130M | $126.6M | $3.4M | 6 | 300 |
| Dec 2015 | $255.9M | $201.7M | $54.2M | 7 | 500 |
| Nov 2015 | $255.9M | $201.7M | $54.2M | 11 | 500 |
| Oct 2015 | $255.9M | $201.7M | $54.2M | 11 | 500 |
| Mar 2015 | $255.9M | $201.7M | $54.2M | 11 | 500 |
| May 2014 | $235.1M | $168M | $67.1M | 11 | 500 |
| Mar 2014 | $235.1M | $168M | $67.1M | 11 | 500 |
| Dec 2013 | $225.2M | $225.2M | $0 | 12 | 0 |
DateFeb 2025
Total AUM$418.5M
Discretionary$396.9M
Non-Disc.$21.6M
Employees8
Clients4
DateJan 2025
Total AUM$313.9M
Discretionary$292.7M
Non-Disc.$21.2M
Employees8
Clients3
DateDec 2024
Total AUM$313.9M
Discretionary$292.7M
Non-Disc.$21.2M
Employees7
Clients3
DateNov 2024
Total AUM$313.9M
Discretionary$292.7M
Non-Disc.$21.2M
Employees7
Clients3
DateOct 2024
Total AUM$313.9M
Discretionary$292.7M
Non-Disc.$21.2M
Employees7
Clients3
DateFeb 2024
Total AUM$313.9M
Discretionary$292.7M
Non-Disc.$21.2M
Employees7
Clients3
DateOct 2023
Total AUM$256.4M
Discretionary$228.9M
Non-Disc.$27.5M
Employees7
Clients2
DateMar 2023
Total AUM$256.4M
Discretionary$228.9M
Non-Disc.$27.5M
Employees7
Clients2
DateAug 2022
Total AUM$271.4M
Discretionary$245.2M
Non-Disc.$26.3M
Employees6
Clients0
DateJun 2022
Total AUM$271.4M
Discretionary$245.2M
Non-Disc.$26.3M
Employees6
Clients0
DateMar 2022
Total AUM$271.4M
Discretionary$245.2M
Non-Disc.$26.3M
Employees6
Clients0
DateMar 2021
Total AUM$225.7M
Discretionary$202.4M
Non-Disc.$23.3M
Employees5
Clients15
DateJun 2020
Total AUM$176.3M
Discretionary$159.5M
Non-Disc.$16.8M
Employees5
Clients5
DateApr 2020
Total AUM$176.3M
Discretionary$159.5M
Non-Disc.$16.8M
Employees5
Clients5
DateJun 2019
Total AUM$143.8M
Discretionary$129.3M
Non-Disc.$14.5M
Employees7
Clients6
DateMar 2019
Total AUM$143.8M
Discretionary$129.3M
Non-Disc.$14.5M
Employees7
Clients6
DateMar 2018
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$25K
Employees7
Clients0
DateApr 2016
Total AUM$130M
Discretionary$126.6M
Non-Disc.$3.4M
Employees6
Clients300
DateMar 2016
Total AUM$130M
Discretionary$126.6M
Non-Disc.$3.4M
Employees6
Clients300
DateDec 2015
Total AUM$255.9M
Discretionary$201.7M
Non-Disc.$54.2M
Employees7
Clients500
DateNov 2015
Total AUM$255.9M
Discretionary$201.7M
Non-Disc.$54.2M
Employees11
Clients500
DateOct 2015
Total AUM$255.9M
Discretionary$201.7M
Non-Disc.$54.2M
Employees11
Clients500
DateMar 2015
Total AUM$255.9M
Discretionary$201.7M
Non-Disc.$54.2M
Employees11
Clients500
DateMay 2014
Total AUM$235.1M
Discretionary$168M
Non-Disc.$67.1M
Employees11
Clients500
DateMar 2014
Total AUM$235.1M
Discretionary$168M
Non-Disc.$67.1M
Employees11
Clients500
DateDec 2013
Total AUM$225.2M
Discretionary$225.2M
Non-Disc.$0
Employees12
Clients0