Allocator Index · CRD 105968

LANE BROTHERS INVESTMENT COUNSEL

Prescott, AZ · 928-776-8870 · lanebrothers.com

SEC IAPD record ↗

Fit score

74

  • real_estate_fund+40
  • aum $100M-$250M+16
  • hnw>=25+10
  • employees 3-60+8

HNW clients

43

Other individuals

290

HNW assets

$120.4M

Total AUM

$240.1M

Employees

6

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
GROTON PARTNERS, LLCReal Estate Fund$386K