MAGNOLIA LANE CAPITAL, LLC
Firm details
- Headquarters
- NEWPORT NEWS, Virginia
- CRD number
- 174638
- Website
- www.magnolialanecapital.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Magnolia Lane Capital, LLC is an independent registered investment advisor (RIA) that focuses on providing financial planning services and portfolio management primarily for individuals and families. The firm operates as a limited liability company and is structured to offer personalized investment strategies tailored to the unique needs of its clients. With an emphasis on building long-term relationships, Magnolia Lane Capital aims to guide clients through various financial decisions, ensuring that their investment portfolios align with their financial goals.
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 Equities61%
- Other25%
- Cash & Cash Equivalents14%
Contacts
1 of 1LARS LASSEN
Managing PartnerCRD 4825475
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWPORT NEWS, VA
NEWPORT NEWS CITY
Location
NEWPORT NEWS, VA
Headquartered in NEWPORT NEWS, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- NEWPORT NEWS CITY
- Address
- 705 Mobjack Pl
- Time zone
- ET (UTC-5)
- Office locations
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