Marc J. Lane & Company

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
2
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 organized as a corporation with individual ownership and is categorized as unclassified in the available records. The firm’s public profile contains limited operational detail: fields for client base, fee structure, business and advisory activities are not populated. The snapshot data flags several operational attributes: the firm does not act as a capital allocator, is not identified as an active ESG investor, is not a multi-state adviser, is not newly formed, and is not listed as a pension consultant or related adviser. Those attributes, combined with the sparse disclosure of other firm activities, suggest a very small or narrowly scoped enterprise as reflected in the source data.

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

2 of 2
  • Marc Lane

    Marc Lane

    FounderCRD 1498190

  • Kenneth Green

    Kenneth Green

    Senior Vice PresidentCRD 1749298

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

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