LOMBARD ADVISERS INCORPORATED

1820 Lancaster St
Baltimore, Maryland 21231
Tel: 410-342-1300

About LOMBARD ADVISERS INCORPORATED

LOMBARD ADVISERS INCORPORATED, formally registered with the SEC as LOMBARD ADVISERS INCORPORATED. The firm was established in 04/12/2019. They have over 22 offices throughout the country.

LOMBARD ADVISERS INCORPORATED is a Baltimore, Maryland based Financial Planning firm with nearly $366,417,835 assets under management, offering retirement planning & investment advisory services to 1170 clients. The firm is staffed with 44 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108231
SEC#	801-114981
Assets Managed by Firm	$366,417,835
No. of Clients	1170
No. of Advisors	44

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1170	$366,417,835
Individuals (other than high net worth individuals)	795	$187,135,951
High net worth individuals	45	$130,944,352
Pension and profit sharing plans	4	$2,218,055
Charitable organizations	9	$45,368,925
Corporations or other businesses	2	$750,552

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