DCLA® provides customized management of stock and bond portfolios for our clients. We seek to provide equity returns above the Standard & Poor’s 500 stock index, but allocate clients’ capital between common stocks and fixed-income securities in accordance with their risk tolerance and their investment objectives. Our clients generally own individual common stocks and fixed-income securities. We do not invest in or sell any financial products such as mutual funds, annuities, insurance, and so on, nor do we collect any commissions from any activity.Our firm’s only revenue comes from the investment advisory fee we charge to manage our clients’ portfolios.
View Top Employees from Douglas C. Lane & AssociatesWebsite | http://www.dclainc.com |
Revenue | $7.4 million |
Employees | 14 (10 on RocketReach) |
Founded | 1994 |
Address | 777 3rd Ave, New York, New York 10017, US |
Phone | (212) 262-7670 |
Technologies |
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Industry | Investment Management, Finance General, Asset Management, Finance, Financial Services, Wealth Management |
Web Rank | 29 Million |
Keywords | Douglas C Lane And Associates, Ned Dewees |
Competitors | Chatham Asset Management, CoastEdge Partners, Family Endowment Partners, Pillar Wealth Management, Villere & Co. |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
Looking for a particular Douglas C. Lane & Associates employee's phone or email?
The Douglas C. Lane & Associates annual revenue was $7.4 million in 2023.
Barbara Colucci is the Chief Operations Officer of Douglas C. Lane & Associates.
10 people are employed at Douglas C. Lane & Associates.
Douglas C. Lane & Associates is based in New York, New York.
The NAICS codes for Douglas C. Lane & Associates are [52, 523, 5239, 52393].
The SIC codes for Douglas C. Lane & Associates are [62, 628].