SCHRAM, LORI

SCHRAM, LORI of KANSAS CITY, MO is an SEC-registered investment adviser (CRD 329637). Regulatory assets under management: $8.1M.

Registration

• CRD: 329637
• Type: Registered investment adviser
• Location: 106 E. 104TH ST, KANSAS CITY, MO, 64114
• Phone: 405-948-7700
• Latest filing: 2024-03-12
• Regulatory AUM: $8.1M
• Discretionary AUM: $8.1M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 329637 on SEC IAPD (source of record)
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