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Marc J. Lane Investment Management,Inc. (Chicago)


Marc J. Lane Investment Management,Inc. is an adviser based in Chicago. It manages $41.21 million of regulatory assets for 92 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Texas.

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Marc J. Lane Investment Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Marc J. Lane Investment Management: assets under management

The assets under management (AUM) of Marc J. Lane Investment Management,Inc. is $41.21 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $41.21 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $447.9 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Marc J. Lane Investment Management,Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chicago

The principal office where Marc J. Lane Investment Management,Inc. performs its advisory services is located at 180 North Lasalle Street, Chicago, IL 60601 2701, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-372-1040 or by fax 312-346-1040. The normal business hours are 8:30 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.marcjlane.com.


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