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LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC
CRD 127618 · SEC 801-130899
1600 WEST END AVE., SUITE 200, NASHVILLE, TN, 37203, United States
Phone
615-492-1011
Fax
866-698-5945
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$106.8M
Discretionary AUM
$80.5M
Team
6 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $4.7M |
| High net worth individuals | 22 | $100.2M |
| Pension/profit sharing plans | 3 | $1.9M |
States served
NC, TN, FL
All web addresses on file
Official SEC filing: View on IAPD