1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LEXINGTON FINANCIAL ADVISORS, INC.

Map pinHOUSTON, TX
Phone713-292-2300
NotebookSEC #801-62716
Total AUM
$115M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5847 SAN FELIPE
SUITE 200
HOUSTON
TX 77057
USA
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
713-292-2300

ReceiptFinancials

Total AUM
$115M
Accounts
200
Discretionary
$50M
Accounts
125
Non-Discretionary
$65M
Accounts
75

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCACONYTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account