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Lane Primack Asset Management, LLC (Milwaukee)


Lane Primack Asset Management, LLC is a large advisory firm based in Milwaukee. It manages $250 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

Lane Primack Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lane Primack Asset Management: assets under management

The assets under management (AUM) of Lane Primack Asset Management, LLC is $250 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $250 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $125 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lane Primack Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based 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 Milwaukee

The principal office where Lane Primack Asset Management, LLC performs its advisory services is located at 225 East Mason Street, Milwaukee, WI 53202, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 414-226-4545. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.


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