LEXCO Wealth Management

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

120 White Plains Rd Ste 112, Tarrytown, ...

Phone Number

(914) 468-8900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About LEXCO Wealth Management

Lexco Wealth is a financial advisory firm that specializes in integrating comprehensive financial strategies to simplify complex financial situations for their clients. With over thirty years of experience, they focus on providing well-researched solutions tailored to meet the unique needs of individuals approaching retirement. Their clients prioritize having a realistic financial plan rather than attempting to outperform the market. Lexco Wealth serves clients across multiple states, ensuring they have access to the necessary information to make informed financial decisions.Explore more
LEXCO Wealth Management's Social MediaPopular SearchesLexco Wealth Management IncLEXCO Wealth ManagementLexco IncAntonelli, PeterLEXCO WealthSIC Code 62,628NAICS Code 52,523Show more

LEXCO Wealth Management Org Chart

PhoneEmail
RR
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Chief Investment Strategist

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DA
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Senior Vice President

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JC
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Vice President

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SS
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Manager, Wealth

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LEXCO Wealth Management

<$5M
11-50
Private
-
1999
RR
Robert RolandChief Investment Strategist
$5.4M
11-50
Private
<$5M
1992
JL
John LayugDirector, Planning & Client Services
<$5M
1-10
Private
-
1998
MB
Matthew BaileyFinancial Advisor
<$5M
1-10
Private
-
2017
IB
Inomarie BerriosJumbo Underwriter
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
1998
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

LEXCO Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

LEXCO Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about LEXCO Wealth Management.

LEXCO Wealth Management Tech Stack

A closer look at the technologies used by LEXCO Wealth Management

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Frequently Asked Questions Regarding LEXCO Wealth Management

What is LEXCO Wealth Management's official website?
LEXCO Wealth Management's official website is www.lexcowealth.com
What is LEXCO Wealth Management's Revenue?
LEXCO Wealth Management's revenue is <$5 Million
What is LEXCO Wealth Management's SIC code?
LEXCO Wealth Management's SIC: 62,628
What is LEXCO Wealth Management's NAICS code?
LEXCO Wealth Management's NAICS: 52,523
How many employees does LEXCO Wealth Management have?
LEXCO Wealth Management has 11-50 employees
What industry does LEXCO Wealth Management belong to?
LEXCO Wealth Management is in the industry of: Finance, Securities Trading
What is LEXCO Wealth Management competition?
LEXCO Wealth Management top competitors include: Pillar Wealth Management, Morgan Financial, Longroad Wealth Managers, Maller Wealth Advisors
What technology does LEXCO Wealth Management use?
Some of the popular technologies that LEXCO Wealth Management uses are: WordPress.org, PHP, Proofpoint, Google Font API
How do I contact LEXCO Wealth Management?
LEXCO Wealth Management contact info: Phone number: (914) 468-8900 Website: www.lexcowealth.com
What does LEXCO Wealth Management do?

Lexco Wealth is a financial advisory firm that specializes in integrating comprehensive financial strategies to simplify complex financial situations for their clients. With over thirty years of experience, they focus on providing well-researched solutions tailored to meet the unique needs of individuals approaching retirement. Their clients priori... tize having a realistic financial plan rather than attempting to outperform the market. Lexco Wealth serves clients across multiple states, ensuring they have access to the necessary information to make informed financial decisions.Read More

What are LEXCO Wealth Management social media links?
LEXCO Wealth Management Linkedin page LEXCO Wealth Management Twitter page
Is LEXCO Wealth Management a public company?
LEXCO Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about LEXCO Wealth Management

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