LEXINGTON WEALTH MANAGEMENT, INC.
LEXINGTON WEALTH MANAGEMENT, INC. of LEXINGTON, MA is an SEC-registered investment adviser (CRD 135507). Regulatory assets under management: $929.2M.
Registration
- CRD: 135507
- SEC file number: 801-64329
- Type: Registered investment adviser
- Location: 12 WALTHAM STREET, LEXINGTON, MA, 02421
- Phone: 781-860-7745
- Latest filing: 2019-03-27
- Regulatory AUM: $929.2M
- Discretionary AUM: $929.2M
- Clients: 18
- Accounts: 2,152
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| TUCCI MICHAEL STEPHEN | CEO; PRESIDENT | — |
| PORCARO KRISTINE MARIE | PRESIDENT/CHIEF COMPLIANCE OFFICER; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
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