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Lombard Advisers Incorporated
Baltimore, Maryland
3.0
2 Reviews
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...see more
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
Reviews for Lombard Advisers Incorporated
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