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Lane Bridgers Associates, LLC (Moorestown)


Lane Bridgers Associates, LLC is a large advisory firm based in Moorestown. It manages $255.86 million of regulatory assets for 1,842 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Delaware, Florida, and 6 other states.

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Lane Bridgers Associates provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lane Bridgers Associates: assets under management

The assets under management (AUM) of Lane Bridgers Associates, LLC is $255.86 million. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $201.66 million in discretionary accounts and $54.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $204.11 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $63.47 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lane Bridgers Associates, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Moorestown

The principal office where Lane Bridgers Associates, LLC performs its advisory services is located at 230 Marter Ave., Moorestown, NJ 08057, 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 856-638-1855. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at lanebridgers.com.


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