Lombard Advisers Incorporated, a regional investment advisory firm headquartered in Baltimore, MD, serves a diverse clientele of over 730 individuals, entrusting them with a substantial $257,682,000 in assets under management. With an extensive network of 22 offices, Lombard Advisers has established a strong regional presence in the financial industry.
Known for their expertise in managing employer 401Ks and individual accounts, Lombard Advisers handles approximately half of their asset portfolio in this area, showcasing their proficiency and experience. Impressively, 51% of the assets they manage are discretionary, reflecting th...
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Assets Under Mgmt
$257.68M
Investment Professionals
32
Locations
21
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Disclosures
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.