Lexington Wealth Management Inc

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Lexington Wealth Management Inc ✚
CRD #	135507
SEC #	801-64329
CIK #
AUM
Employees	18 (72% Investors, 0% Brokers)
Phone	781-860-7745
Address	12 Waltham Street Lexington, MA 02421
Source	[IAPD] [Website] [Twitter] [LinkedIn] [Facebook]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	205	67.8
(b) Individuals (high net worth individuals)	187	844.9
(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	1	9.0
(h) Charitable organizations	2	2.0
(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	2	5.5
(n) Other	0	0.0
Total	2,152	929.2
By Discretionary
Discretionary	2,152	929.2
Non-Discretionary	0	0.0
Total	2,152	929.2
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		929.2
Total	2,152	929.2

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