ANDERSONLANE

ANDERSONLANE of NEEDHAM, MA is an SEC-registered investment adviser (CRD 301225). Regulatory assets under management: $50.9M.

Registration

• CRD: 301225
• Type: Registered investment adviser
• Location: 1329 HIGHLAND AVENUE, NEEDHAM, MA, 02492
• Phone: 617-517-4824
• Latest filing: 2026-02-06
• Regulatory AUM: $50.9M
• Discretionary AUM: $50.7M
• Non-discretionary AUM: $198K
• Clients: 1
• Accounts: 128

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301225 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search