Hedge Fund Database

LANE HIPPLE - WEALTH MANAGEMENT GROUP

LANE AND ASSOCIATES LLC Legal Name

Adviser information for LANE HIPPLE - WEALTH MANAGEMENT GROUP last updated from Form ADV on February 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location New Jersey, United States

Employees

Total Number of Employees 7
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 4
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 923 $292.7M
Non-Discretionary 14 $21.2M
Total 937 $313.9M

Clients

Type Number RAUM
Individuals 303 $109.0M
HNW Individuals 74 $178.5M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 5 $2.0M
Charitable organizations <5 $3.2M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 14 $21.2M
Type Number
No. of Non-RAUM Clients 3
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-112841
SEC ERA File Number 801-112841
SEC CIK Numbers 2018909
SEC CRD Numbers 165321
Legal Entity Identifier None

Principal Office

155 E. 3RD STREET
MOORESTOWN
NJ
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 856-638-1855, Fax: None

Websites

lanehipple.com/client-portal/ www.facebook.com/lanehipplewealth www.linkedin.com/company/lane-hipple-wealth-management-group/ lanehipple.com

Chief Compliance Officer

THOMAS A. LANE, JR.
MANAGING PARTNER
155 E. 3RD STREET
MOORESTOWN
NJ
United States
Tel: 856-638-1855

Regulatory Contact

MICHAEL STRINGER
CHIEF OPERATING OFFICER
155 E. 3RD STREET
MOORESTOWN
NJ
United States
Tel: 856-638-1855
(Full email address available in API data)

Industry Affiliates

IMPACT RETIREMENT GROUP LLC Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
LANE, THOMAS, ANDREW Individual – MANAGING PARTNER, CCO 09/2003 25-50%
HIPPLE, ANDREW, C Individual – PARTNER 01/2019 25-50%
LANE, THOMAS, ANDREW Individual – VICE PRESIDENT 01/2019 25-50%
Stringer, Michael, Thomas Individual – CHIEF OPERATING OFFICER 03/2022 < 5%

No. Employees, Historic

105020192020202120222023202420257 on 6/25/20195 on 4/2/20205 on 6/29/20205 on 3/31/20216 on 3/31/20226 on 3/31/20226 on 6/22/20226 on 8/2/20227 on 3/23/20237 on 10/26/20237 on 2/23/2024

RAUM, Historic

400M200M02019202020212022202320242025143757029 on 6/25/2019176315480 on 4/2/2020176315480 on 6/29/2020225683206 on 3/31/2021271444892 on 3/31/2022271444892 on 3/31/2022271444892 on 6/22/2022271444892 on 8/2/2022256399382 on 3/23/2023256399382 on 10/26/2023313898043 on 2/23/2024

No. Clients, Historic

60030002019202020212022202320242025578 on 6/25/2019299 on 4/2/2020299 on 6/29/2020308 on 3/31/2021332 on 3/31/2022332 on 3/31/2022332 on 6/22/2022332 on 8/2/2022381 on 3/23/2023381 on 10/26/2023398 on 2/23/2024

Holdings

From latest 13F, filed August 7th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ACCURAY INC COM 22K 12K 0
ALPHABET INC CAP STK CL C 317K 2K 0
ALTRIA GROUP INC COM 283K 6K 0
AMAZON COM INC COM 636K 3K 0
AMGEN INC COM 446K 1K 0
AMPLIFY ETF TR CWP ENHANCED DIV 550K 14K 0
ANALOG DEVICES INC COM 202K 886 0
APPLE INC COM 4M 19K 0
AUTOMATIC DATA PROCESSING IN COM 447K 2K 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 399K 981 0
BEST BUY INC COM 247K 3K 0
BLACKROCK INC COM 390K 496 0
CANADIAN NAT RES LTD COM 250K 7K 0
CHEVRON CORP NEW COM 390K 2K 0
DIMENSIONAL ETF TRUST US CORE EQUITY 2 956K 30K 0
DIMENSIONAL ETF TRUST INTERNATNAL VAL 7M 186K 0
EATON VANCE TAX-MANAGED DIVE COM 277K 20K 0
EATON VANCE TAX-MANAGED GLOB COM 233K 28K 0
ELI LILLY & CO COM 2M 3K 0
EVERCORE INC CLASS A 382K 2K 0
EXXON MOBIL CORP COM 576K 5K 0
FIDELITY COMWLTH TR NASDAQ COMPSIT 1M 15K 0
GENERAL DYNAMICS CORP COM 480K 2K 0
GOLDMAN SACHS GROUP INC COM 348K 770 0
GRAB HOLDINGS LIMITED CLASS A ORD 45K 13K 0
HARTFORD FINL SVCS GROUP INC COM 426K 4K 0
HOME DEPOT INC COM 270K 784 0
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 637K 3K 0
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 530K 8K 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 4M 22K 0
INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 616K 6K 0
INVESCO QQQ TR UNIT SER 1 945K 2K 0
ISHARES INC CORE MSCI EMKT 3M 58K 0
ISHARES TR CORE MSCI TOTAL 2M 23K 0
ISHARES TR CORE MSCI EAFE 3M 37K 0
ISHARES TR EAFE GRWTH ETF 5M 52K 0
ISHARES TR CORE HIGH DV ETF 2M 19K 0
ISHARES TR US TREAS BD ETF 688K 30K 0
ISHARES TR SHRT NAT MUN ETF 212K 2K 0
ISHARES TR AGGRES ALLOC ETF 486K 6K 0
ISHARES TR 0-5YR HI YL CP 1M 29K 0
ISHARES TR US INFRASTRUC 539K 13K 0
ISHARES TR CORE DIV GRWTH 351K 6K 0
ISHARES TR EXPONENTIAL TECH 801K 14K 0
ISHARES TR CORE S&P MCP ETF 1M 24K 0
ISHARES TR CORE S&P SCP ETF 2M 16K 0
ISHARES TR SP SMCP600VL ETF 400K 4K 0
ISHARES TR S&P 500 VAL ETF 2M 13K 0
ISHARES TR CORE S&P500 ETF 3M 5K 0
ISHARES TR S&P 500 GRWT ETF 2M 24K 0
ISHARES TR RUS 2000 GRW ETF 2M 7K 0
ISHARES TR MSCI EAFE ETF 3M 40K 0
ISHARES TR GLOBAL 100 ETF 353K 4K 0
ISHARES TR U.S. TECH ETF 1M 7K 0
ISHARES TR 10-20 YR TRS ETF 691K 7K 0
ISHARES TR MBS ETF 832K 9K 0
ISHARES TR PFD AND INCM SEC 639K 20K 0
ISHARES TR MSCI EMG MKT ETF 344K 8K 0
ISHARES TR SELECT DIVID ETF 300K 2K 0
ISHARES TR 20 YR TR BD ETF 2M 18K 0
ISHARES TR IBOXX INV CP ETF 1M 12K 0
J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 246K 5K 0
JANUS DETROIT STR TR HENDRSON AAA CL 900K 18K 0
JOHNSON & JOHNSON COM 621K 4K 0
JPMORGAN CHASE & CO. COM 598K 3K 0
KROGER CO COM 255K 5K 0
MCDONALDS CORP COM 261K 1K 0
MERCK & CO INC COM 402K 3K 0
META PLATFORMS INC CL A 225K 447 0
MICROSOFT CORP COM 7M 15K 0
NVIDIA CORPORATION COM 2M 13K 0
PACER FDS TR PACER US SMALL 2M 42K 0
PACER FDS TR US CASH COWS 100 3M 57K 0
PACER FDS TR GLOBL CASH ETF 819K 24K 0
PEPSICO INC COM 408K 2K 0
PERPETUA RESOURCES CORP COM 67K 13K 0
PRICE T ROWE GROUP INC COM 220K 2K 0
PROCTER AND GAMBLE CO COM 2M 14K 0
SNAP ON INC COM 237K 908 0
SPDR DOW JONES INDL AVERAGE UT SER 1 1M 3K 0
SPDR INDEX SHS FDS PORTFOLIO EMG MK 519K 14K 0
SPDR INDEX SHS FDS MSCI EAFE STRTGC 6M 78K 0
SPDR S&P 500 ETF TR TR UNIT 22M 41K 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 222K 415 0
SPDR SER TR S&P 600 SMCP GRW 1M 15K 0
SPDR SER TR PRTFLO S&P500 GW 4M 55K 0
TEXAS INSTRS INC COM 334K 2K 0
THE TRADE DESK INC COM CL A 402K 4K 0
TORONTO DOMINION BK ONT COM NEW 267K 5K 0
UNITED PARCEL SERVICE INC CL B 304K 2K 0
UNITEDHEALTH GROUP INC COM 274K 539 0
UNUM GROUP COM 238K 5K 0
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 369K 1K 0
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 7M 37K 0
VANGUARD INDEX FDS S&P 500 ETF SHS 755K 2K 0
VANGUARD INDEX FDS VALUE ETF 1M 8K 0
VANGUARD INDEX FDS MID CAP ETF 4M 15K 0
VANGUARD INDEX FDS SM CP VAL ETF 602K 3K 0
VANGUARD INDEX FDS TOTAL STK MKT 12M 46K 0
VANGUARD INDEX FDS MCAP GR IDXVIP 675K 3K 0
VANGUARD INDEX FDS SML CP GRW ETF 649K 3K 0
VANGUARD INDEX FDS SMALL CP ETF 4M 17K 0
VANGUARD INDEX FDS GROWTH ETF 1M 4K 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 1M 19K 0
VANGUARD MUN BD FDS TAX EXEMPT BD 2M 33K 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 363K 2K 0
VANGUARD STAR FDS VG TL INTL STK F 235K 4K 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 4M 32K 0
VANGUARD WORLD FD MEGA CAP VAL ETF 234K 2K 0
VERIZON COMMUNICATIONS INC COM 256K 6K 0
VISA INC COM CL A 667K 3K 0
WISDOMTREE TR US QTLY DIV GRT 495K 6K 0