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Preston Smith Lane

McGowan Group Asset Management, Inc.

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About Preston Smith Lane

Preston Smith Lane is a registered investment advisor representative with McGowan Group Asset Management, Inc. Preston has been in the industry since May 2022. Preston is based in Dallas, Texas. Preston holds a Series 65 license and is registered with the state of Texas.

Firm Information

Preston Lane is currently registered with McGowan Group Asset Management, Inc.. McGowan Group Asset Management, Inc. is a Dallas, Texas-based investment advisory firm with approximately $837.5 million in assets under management. The firm primarily provides portfolio management for individuals and high-net-worth individuals. Their client base also includes corporations, charitable organizations, and pension plans. The firm has a wrap fee program available to clients.
McGowan Group Asset Management, Inc.

300 CRESCENT COURT

DALLAS, TX 75201

$837.52M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Preston Lane’s Registration & Firm History

TX

06/09/2022 - Present

McGowan Group Asset Management, Inc. (DALLAS TX)

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Licenses & Designations

IA

Issued 06/09/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Preston Smith Lane.
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