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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 $1,684,077,547 assets under management, offering retirement planning & investment advisory services to 39 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105444 |
| SEC# | 801-19358 |
| Assets Managed by Firm | $1,684,077,547 |
| No. of Clients | 39 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 39 | $1,684,077,547 |
| Individuals (other than high net worth individuals) | 7 | $16,273,141 |
| Pension and profit sharing plans | 5 | $401,454,419 |
| Charitable organizations | 5 | $68,231,607 |
| Corporations or other businesses | 6 | $94,506,738 |
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