Lexington Capital Management, Inc.

Lexington Capital Management, Inc. (CRD# 127510) is a financial advisory firm headquartered in Monterey, CA. They manage $40,539,821 in 155 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Lexington Capital Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
Therese J. Kollerer
CRD#: 4554146
51 E Campbell Avenue, Suite 110g, Campbell, CA 95008

Therese Kollerer (CRD# 4554146) is an Investment Advisor Representative working at Lexington Capital Management, Inc. in Campbell, CA and has 1 year of experience in the finance industry.

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