LANE BROTHERS & CO INC
A66
CRD 105968·SEC 801-130414·PRESCOTT, AZ
AUM
$240.1M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$720K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Client mix
| Individuals Other | 290 |
| Individuals High Net Worth | 43 |
| Charitable Organizations | 4 |
| Corporations | 3 |
| Pooled Investment Vehicles | 1 |
Operations
Advisory staff (5-yr trend)
'25 · 5 advisors
'26 · 5 advisors
'25'26
5 advisors → 5 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (24)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
National Bank of ArizonaPrescott, AZ
National Bank of ArizonaPrescott, AZ
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Distribution
Stub 1
| AGI | 27,731 |
| Returns | 2,330 |
Stub 2
| AGI | 67,949 |
| Returns | 1,860 |
Stub 3
| AGI | 74,006 |
| Returns | 1,200 |