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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Stringer, Michael, Thomas | I | CHIEF OPERATING OFFICER | NA | Control |
| Stringer, Michael, Thomas | I | CHIEF OPERATING OFFICER | NA | Control |
| Stringer, Michael, Thomas | I | CHIEF OPERATING OFFICER | NA | Control |
| Stringer, Michael, Thomas | I | CHIEF OPERATING OFFICER | NA | Control |
| Stringer, Michael, Thomas | I | CHIEF OPERATING OFFICER | NA | Control |
| Stringer, Michael, Thomas | I | CHIEF OPERATING OFFICER | NA | Control |
| Stringer, Michael, Thomas | I | CHIEF OPERATING OFFICER | NA | Control |
| Stringer, Michael, Thomas | I | CHIEF OPERATING OFFICER | NA | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | E | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | E | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | E | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | E | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | E | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | E | Control |
| BRIDGERS, SAMUEL, CLAY | I | PARTNER | D | Control |
| BRIDGERS, SAMUEL, CLAY | I | PARTNER | D | Control |
| BRIDGERS, SAMUEL, CLAY | I | PARTNER | D | Control |
| BRIDGERS, SAMUEL, CLAY | I | PARTNER | D | Control |
| BRIDGERS, SAMUEL, CLAY | I | PARTNER | D | Control |
| BRIDGERS, SAMUEL, CLAY | I | PARTNER | D | Control |
| BRIDGERS, SAMUEL, CLAY | I | PARTNER | D | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | D | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | D | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | D | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | D | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | D | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | D | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | D | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | D | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | D | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | D | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | D | Control |
| HIPPLE, ANDREW, C | I | PARTNER | C | Control |
| HIPPLE, ANDREW, C | I | PARTNER | C | Control |
| HIPPLE, ANDREW, C | I | PARTNER | C | Control |
| HIPPLE, ANDREW, C | I | PARTNER | C | Control |
| HIPPLE, ANDREW, C | I | PARTNER | C | Control |
| HIPPLE, ANDREW, C | I | PARTNER | C | Control |
| HIPPLE, ANDREW, C | I | PARTNER | C | Control |
| HIPPLE, ANDREW, C | I | PARTNER | C | Control |
| HIPPLE, ANDREW, C | I | PARTNER | C | Control |
| HIPPLE, ANDREW, C | I | PARTNER | C | Control |
| HIPPLE, ANDREW, C | I | PARTNER | C | Control |
| HIPPLE, ANDREW, C | I | PARTNER | C | Control |
| HIPPLE, ANDREW, C | I | PARTNER | C | Control |
| LANE, THOMAS, ANDREW | I | VICE PRESIDENT | C | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | C | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | C | Control |
| LANE, THOMAS, ANDREW | I | VICE PRESIDENT | C | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | C | Control |
| LANE, THOMAS, ANDREW | I | VICE PRESIDENT | C | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | C | Control |
| LANE, THOMAS, ANDREW | I | VICE PRESIDENT | C | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | C | Control |
| LANE, THOMAS, ANDREW | I | VICE PRESIDENT | C | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | C | Control |
| LANE, THOMAS, ANDREW | I | VICE PRESIDENT | C | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | C | Control |
| LANE, THOMAS, ANDREW | I | VICE PRESIDENT | C | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | C | Control |
| LANE, THOMAS, ANDREW | I | VICE PRESIDENT | C | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | C | Control |
| LANE, THOMAS, ANDREW | I | VICE PRESIDENT | C | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | C | Control |
| LANE, THOMAS, ANDREW | I | VICE PRESIDENT | C | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | C | Control |
| LANE, THOMAS, ANDREW | I | VICE PRESIDENT | C | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | C | Control |
| LANE, THOMAS, ANDREW | I | VICE PRESIDENT | C | Control |
| LANE, THOMAS, ANDREW | I | MANAGING PARTNER, CCO | C | Control |
| LANE, THOMAS, ANDREW | I | VICE PRESIDENT | C | Control |
| HIPPLE, ANDREW, C | I | PARTNER | B | Control |
| HIPPLE, ANDREW, C | I | PARTNER | B | Control |
| HIPPLE, ANDREW, C | I | PARTNER | B | Control |
| HIPPLE, ANDREW, C | I | PARTNER | B | Control |
| LANE, THOMAS, ANDREW | I | VICE PRESIDENT | B | Control |
| LANE, THOMAS, ANDREW | I | VICE PRESIDENT | B | Control |
| LANE, THOMAS, ANDREW | I | VICE PRESIDENT | B | Control |
| LANE, THOMAS, ANDREW | I | VICE PRESIDENT | B | Control |
Registrations
Federal
IA
Feb 6, 2025 REGISTERED
Notice Filings (12)
CA DE FL GA MD NC NH NJ NY PA TX VA
Address
155 E. 3RD STREETMOORESTOWN, NJ 08057
United States
Phone: 856-638-1855