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Building 2LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC

Map pinNASHVILLE, TN
Phone615-492-1011
NotebookSEC #801-130899
Total AUM
$106.8M
Employees
6
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1600 WEST END AVE.
SUITE 200
NASHVILLE
TN 37203
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
615-492-1011

ReceiptFinancials

Total AUM
$106.8M
Accounts
157
Discretionary
$80.5M
Accounts
106
Non-Discretionary
$26.3M
Accounts
51

ContactClients

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Individual Clients
19
AUM
$4.7M
HNW Individual Clients
22
AUM
$100.2M
Pension/Profit Sharing Plan Clients
3
AUM
$1.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCTN

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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