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Building 2LANCASTER POLLARD INVESTMENT ADVISORY GROUP

Map pinCOLUMBUS, OH
Phone614-224-8800
NotebookSEC #801-55556
Total AUM
$169.3M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
65 EAST STATE STREET
16TH FLOOR
COLUMBUS
OH 43215-4213
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
614-224-8800

ReceiptFinancials

Total AUM
$169.3M
Accounts
17
Discretionary
$55.7M
Accounts
7
Non-Discretionary
$113.7M
Accounts
10

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FIDUCIARY CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
INMIOH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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