Sign in
Create a free account
LEXAURUM ADVISORS
OVERLAND PARK, KS
913-261-9316
SEC #801-107738Total AUM
$1.3B
Employees
50Clients
2,230Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
16010 METCALF AVENUE, SUITE 101
OVERLAND PARK
KS 66085
United States
OVERLAND PARK
KS 66085
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
913-261-9316
Other Offices
23
Financials
Total AUM
$1.3B
Accounts
5,599Discretionary
$1.1B
Accounts
5,107Non-Discretionary
$139.2M
Accounts
492
Clients
Individual Clients
1,858AUM
$462.9M
HNW Individual Clients
331AUM
$782.1M
Pension/Profit Sharing Plan Clients
1AUM
$25.1K
Charitable Organization Clients
9AUM
$11.2M
Corporation or Business Clients
31AUM
$10.9M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
MONTHLY FEE
Compliance
Disclosures
None reported
State Registrations
AKALAZCACODCFLGAIAILINKSKYLAMAMDMIMNMONCNENJNMNYOHOKORPASCSDTNTXUTVAWAWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.