Overview
Assets Under Management: $961 million
Headquarters: LEXINGTON, MA
High-Net-Worth Clients: 185
Average Client Assets: $4.7 million
Frequently Asked Questions
LEXINGTON WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #135507), LEXINGTON WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
LEXINGTON WEALTH MANAGEMENT, INC. is headquartered in LEXINGTON, MA.
LEXINGTON WEALTH MANAGEMENT, INC. serves 185 high-net-worth clients according to their SEC filing dated April 04, 2018. View client details ↓
According to their SEC Form ADV, LEXINGTON WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
LEXINGTON WEALTH MANAGEMENT, INC. manages $961 million in client assets according to their SEC filing dated April 04, 2018.
According to their SEC Form ADV, LEXINGTON WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 185
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.97%
Average Client Assets: $4.7 million
Total Client Accounts: 1,804
Discretionary Accounts: 1,771
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 135507
Filing ID: 1173092
Last Filing Date: 2018-04-04 13:51:00