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LOMBARD-SMITH INVESTMENTS, INC
OKLAHOMA CITY, OK
405-751-3383
SEC #801-36869Total AUM
$12.3M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
13509 N MERIDIAN
SUITE #4
OKLAHOMA CITY
OK 73120
USA
SUITE #4
OKLAHOMA CITY
OK 73120
USA
Operating Hours
9:00-5:00
Monday - Friday
Monday - Friday
Phone
405-751-3383
Financials
Total AUM
$12.3M
Accounts
39Discretionary
$0
Accounts
0Non-Discretionary
$12.3M
Accounts
39
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.