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SCHRAM, LORI
CRD 329637
106 E. 104TH ST, KANSAS CITY, MO, 64114, United States
Phone
405-948-7700
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.1M
Discretionary AUM
$8.1M
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2024-03-12
Disciplinary history
No
Services
Portfolio management (individuals)
Official SEC filing: View on IAPD