Lexington Wealth Management Revenue and Competitors
Estimated Revenue & Valuation
- Lexington Wealth Management's estimated annual revenue is currently $4.1M per year.
- Lexington Wealth Management's estimated revenue per employee is $98,800
Employee Data
- Lexington Wealth Management has 42 Employees.
- Lexington Wealth Management grew their employee count by 17% last year.
Lexington Wealth Management's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Co-Founder | Reveal Email/Phone |
2 | CEO & Co-Founder | Reveal Email/Phone |
3 | Managing Director | Reveal Email/Phone |
4 | Director, Family Wealth & Estate Planning | Reveal Email/Phone |
5 | Managing Director - Advisor Service | Reveal Email/Phone |
6 | Director Investment Tax Strategy | Reveal Email/Phone |
7 | Wealth Management Advisor | Reveal Email/Phone |
8 | Client Ambassador/Executive Assistant | Reveal Email/Phone |
9 | Wealth Advisor | Reveal Email/Phone |
10 | Financial Advisor | Reveal Email/Phone |
Lexington Wealth Management Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $23390M | 80918 | 6% | N/A | $99.4B |
#2 | $16M | 76 | -5% | N/A | N/A |
What Is Lexington Wealth Management?
Lexington Wealth is a boutique, fee-only, conflict free investment advisory firm that provides concierge services to meet your all encompasing needs. Established in 1997, the firm is based in Boston and Manhattan and serves clients with a net worth in the $2 to $50 million range. Our practice has come a long way in a decade, growing under the leadership of co-founders Mike Tucci and Kristine Porcaro into a unique independent advisory firm with a specialized focus on personalized attention and innovative investing. Using a novel approach to relationships and portfolios, we develop a comprehensive understanding of clients' lives and then leverage world-class research, a best-in-class reporting package and forward-thinking investment strategies to protect and nurture client wealth down through generations
keywords:N/A
N/A
Total Funding
42
Number of Employees
$4.1M
Revenue (est)
17%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Lexington Wealth Management News
Established in 2001, Joule Financial is led by Quint Tatro, Managing Director and CIO, and Daniel Czulno, Managing Director and COO. The firm...
Other Companies in Lexington
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $8.4M | 42 | 0% | N/A |
#2 | $8.3M | 42 | 8% | N/A |
#3 | $9.1M | 42 | 5% | N/A |
#4 | $5.4M | 42 | 5% | N/A |
#5 | $11M | 42 | -38% | N/A |