LANE HIPPLE - WEALTH MANAGEMENT GROUP

155 E. 3rd Street
Moorestown, New Jersey 08057
Tel: 856-638-1855

About LANE HIPPLE - WEALTH MANAGEMENT GROUP

LANE HIPPLE - WEALTH MANAGEMENT GROUP, formally registered with the SEC as LANE HIPPLE - WEALTH MANAGEMENT GROUP. The firm was established in 04/16/2018. They have over 1 offices throughout the country.

LANE HIPPLE - WEALTH MANAGEMENT GROUP is a Moorestown, New Jersey based Financial Planning firm with nearly $418,486,449 assets under management, offering retirement planning & investment advisory services to 1083 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165321
SEC#	801-112841
Assets Managed by Firm	$418,486,449
No. of Clients	1083
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1083	$418,486,449
Individuals (other than high net worth individuals)	309	$125,871,022
High net worth individuals	102	$264,472,274
Pension and profit sharing plans	5	$2,910,669
Charitable organizations	2	$3,624,019

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