RIA Intel›Advisers›Missouri›SCHRAM, LORI

SCHRAM, LORI

Advisory

KANSAS CITY, MO

Data as of Mar 12, 2024 · Source: SEC Form ADV

Average account

$1M

across 8 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2024.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

JOHN MICHAEL LOTSHAW

$8M

BIY FINANCIAL, LLC

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COUNTRY CLUB FINANCIAL SERVICES, INC.

KANSAS CITY, MO

$7M

RT JONES CAPITAL EQUITIES INC

$7M

GARGAS INVESTMENTS LLC

$9M

QUANTUMLEAP WEALTH MANAGEMENT, LLC

ST. CHARLES, MO

$7M

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