Dukes Lane Investments LLC
Firm details
- Headquarters
- ,
- CRD number
- 302086
- Website
- dukeslaneinvest.com
- Custodians
- THE BANK OF NEW YORK MELLON, MORGAN STANLEY & CO. LLC, FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI66.47%
- Individuals33.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Dukes Lane Investments LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services primarily to individuals and families. The firm is structured as a limited liability company and is owned by an individual. While it does not engage in capital allocation or act as a pension consultant, it offers a fee structure based on a percentage of assets under management (AUM) and hourly charges. The firm does not actively engage in ESG investing and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities37%
- Public Funds/Mutual Funds34%
- State & Local Bonds24%
- Cash & Cash Equivalents5%
- US Government Bonds2%
Contacts
1 of 1
Robert Mitchell
FounderCRD 1708172
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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