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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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