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AUTUMN LANE ADVISORS, LLC

HOUSTON, TX · CRD 173624 · IAPD ↗ · (713) 636-2075

$1.20BRegulatory AUM
4Advisory reps
7Employees
1Clients
26-50Planning clients
13Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
March 2025 — AUTUMN LANE ADVISORS, LLC crossed $1B in regulatory AUM ($968.9M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.