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LEXAURUM ADVISORS
16010 Metcalf Avenue, Suite 101
Overland Park, Kansas 66085
Tel: 913-261-9316
About LEXAURUM ADVISORS
LEXAURUM ADVISORS, formally registered with the SEC as LEXAURUM ADVISORS. The firm was established in 05/10/2016. They have over 21 offices throughout the country.
LEXAURUM ADVISORS is a Overland Park, Kansas based Financial Planning firm with nearly $1,006,435,215 assets under management, offering retirement planning & investment advisory services to 4641 clients. The firm is staffed with 45 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283653 |
| SEC# | 801-107738 |
| Assets Managed by Firm | $1,006,435,215 |
| No. of Clients | 4641 |
| No. of Advisors | 45 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (MONTHLY FEE)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4641 | $1,006,435,215 |
| Individuals (other than high net worth individuals) | 1542 | $373,263,602 |
| High net worth individuals | 286 | $610,966,415 |
| Pension and profit sharing plans | 1 | $166,743 |
| Charitable organizations | 13 | $11,204,124 |
| Corporations or other businesses | 27 | $10,834,331 |
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