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THE EDGAR LOMAX COMPANY
5971 Kingstowne Village Parkway
Suite 240
Alexandria, Virginia 22315
Tel: 703-719-0026
About THE EDGAR LOMAX COMPANY
THE EDGAR LOMAX COMPANY, formally registered with the SEC as THE EDGAR LOMAX COMPANY. The firm was established in 07/28/1983. They have over 1 offices throughout the country.
THE EDGAR LOMAX COMPANY is a Alexandria, Virginia based Financial Planning firm with nearly $1,751,390,441 assets under management, offering retirement planning & investment advisory services to 41 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 105444 |
| SEC# | 801-19358 |
| Assets Managed by Firm | $1,751,390,441 |
| No. of Clients | 41 |
| No. of Advisors | 6 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 41 | $1,751,390,441 |
| High net worth individuals | 7 | $15,205,857 |
| Pension and profit sharing plans | 6 | $388,007,453 |
| Charitable organizations | Fewer than 5 clients | $32,976,794 |
| Corporations or other businesses | 7 | $125,800,674 |
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