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Lane Brothers & Co., Inc.

EST. AUM
$192,562,450

CONTACTS

CLIENT ACCOUNTS
877

Firm Details

Metro area Phoenix
CRD Number 105968
Website lanebrothers.com
Client types

Overview

Lane Brothers Investment Counsel is an independent, fee-based registered investment adviser headquartered in Prescott, Arizona, with an additional office in Scottsdale. Founded in 1990 by Kevin Patrick Lane, the firm operates under a strict fiduciary standard, providing personalized financial life planning and discretionary investment management to professionals, business owners, and multi-generational families. Its planning approach focuses on aligning key life milestones through retirement stress testing, proactive annual tax strategies, and estate coordination. The firm emphasizes a disciplined, low-cost investment philosophy based on strategic asset diversification, avoiding market timing and speculative strategies.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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