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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kelman Lazarov Inc
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|---|---|
| CRD # | 107727 |
| SEC # | 801-45185 |
| CIK # | 0001672067 |
| AUM | $705.4 M (2025-03-28) |
| Employees | 15 (80% Investors, 20% Brokers) |
| Phone | 901-685-8284 |
| Address | 5100 Poplar Ave, Ste 2805 Memphis, TN 38137-2805 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 229 | 122.2 |
| (b) Individuals (high net worth individuals) | 318 | 578.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 4.5 |
| (h) Charitable organizations | 1 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,353 | 705.4 |
| By Discretionary | ||
| Discretionary | 1,353 | 705.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,353 | 705.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.6 | |
| United States Persons | 699.8 | |
| Total | 1,353 | 705.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001672067] |
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✚
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UT | 0.7 |
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CA | 0.7 |
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|
Baron Wealth Management LLC
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|
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