S
$8.1M Total AUM
$8.1M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
2 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-22-2024
- Office Locations
- 1
Office Locations
106 E. 104th ST Kansas City MO
About Schram, Lori
Schram, Lori is a Kansas City-based RIA. The firm has been operating for 2 years. Managing $8.1M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial.
Team overview
-- AVG AGE
$8.1M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Investment Vehicles
Available
Owner & Executives
L
LORI GUNN SCHRAM
--
- CRD
- #1988741
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,120,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,120,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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