MARC J. LANE & COMPANY

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
16188
Registered since
March 19, 1985

Firm profile

FINTRX

Overview

Marc J. Lane & Company is an SEC-registered advisory corporation that has been on the SEC register since 1985. The firm is owned by an individual and is classified in FINTRX data as "Unclassified." Available records do not list specific advisory or business activities for the firm. The snapshot indicates the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not flagged as a pension consultant or related adviser. FINTRX also marks it as not newly formed.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • KENNETH GREEN

    Senior Vice PresidentCRD 1749298

  • MARC LANE

    FounderCRD 1498190

  • JOSEPH STAVITZKE

    Investment Operations ManagerCRD 4167606

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

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Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
200 E Randolph St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth