Edna
Kowitz

Lexaurum Advisors

CRD#4230595
Investment Advisor
in Owings Mills, MD

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About this Advisor

Edna Kowitz is a chartered financial consultant operating in Owings Mills, Maryland with 6 years of relevant experience. Kowitz currently works for Lexaurum Advisors. Over the course of their career, they have held roles at Kowitz Financial Group, LLC, Vsr Financial Services, Inc, Vsr Advisory Services, Summit Brokerage Services, Inc, Summit Financial Group Inc and Lexaurum Advisors, LLC. Kowitz maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Maryland. Lexaurum Advisors is a registered investment firm that has its headquarters in Stilwell, KS. The investment advisory business has offices in 20 locations and a total of 42 people on staff. It has $604 million in total assets between its 3,466 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm advises 20 charities and foundations. Of its 3,466 customer accounts, just 13% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules typically vary depending on which services the firm provides the client. However, fees billed by Lexaurum Advisors can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

10451 Mill Run Circle, Suite 400
Owings Mills, MD 21117

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Lexaurum Advisors Brokerage Details

Total Assets Under Management

$604,128,786

MD Average: $2,243,162,756
Total Number of Employees

42

MD Average: 44
Total Number of Accounts

3,466

MD Average: 4,091
Average Account Size

$174,301

MD Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Edna Kowitz Work History

Edna has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Lexaurum Advisors, LLC

2011 - Present (13 years)

Kowitz Financial Group, LLC

2016 - 2017 (1 year)

Summit Brokerage Services, Inc

2016 - 2017 (1 year)

Summit Financial Group Inc

2014 - 2016 (2 years)

Vsr Financial Services, Inc

2014 - 2016 (2 years)

Vsr Advisory Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Edna Kowitz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lexaurum Advisors

Peter Hughes
Stilwell, KS
Kyle Harsha
Smithville, MO
Joseph Hassen
Stilwell, KS
Gary Chidsey
Medina, OH
Thomas Doellman
Chesterfield, MO
Nixon James
Rancho Cucamonga, CA
Bryce Littler
Stilwell, KS
Edna Kowitz
Owings Mills, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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