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Building 2LOMBARD ADVISERS INCORPORATED

Map pinBALTIMORE, MD
Phone410-342-1300
NotebookSEC #801-114981
Total AUM
$669.8M
Employees
41
Clients
985

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1820 LANCASTER ST
BALTIMORE
MD 21231
United States
Operating Hours
08.00 - 16.00
Monday - Friday
Phone
410-342-1300
Other Offices
23

ReceiptFinancials

Total AUM
$669.8M
Accounts
1,456
Discretionary
$245.3M
Accounts
640
Non-Discretionary
$424.6M
Accounts
816

ContactClients

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Individual Clients
867
AUM
$356.8M
HNW Individual Clients
74
AUM
$154.6M
Pension/Profit Sharing Plan Clients
27
AUM
$95.4M
Charitable Organization Clients
15
AUM
$62.7M
Corporation or Business Clients
2
AUM
$256.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CACODEFLILKYLAMDMONCNJNYOHPASCTNTXVAWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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