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Lombard Advisers Incorporated

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Total assets under management

$567,437,959

More info

Total clients

906

7% high-net worth

Total advisors

31

of 42 employees

Firm size

Multi Team

Average clients per advisor

29

Average account size

$626,311

Client services

Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Fixed subscription-based fees for held away asset management accounts, negotiated individually.

Percentage

$0 - $1,000,000: up to 1.70% $1,000,001 - $3,000,000: up to 1.00% $3,000,001 - $10,000,000: up to 0.75%

Subscriptions

Fixed subscription-based fees for held away asset management accounts, negotiated individually.

Other

Fee-only: Investment advisory fees based on percentage of assets under management; may be negotiated lower; fixed subscription-based fees for held away asset management also offered.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Lombard Advisers Incorporated

1820 Lancaster St

Baltimore MD 21231, United States

Number of offices

26

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 410-342-1300

Advisors at this firm

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Raymond H

Series 63, Series 65

Baltimore, MD

Lombard Advisers Incorporated
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Gary C

Series 63, Series 65

Radford, VA

Lombard Advisers Incorporated
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Peter W

Series 63, Series 65

Baltimore, MD

Lombard Advisers Incorporated
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Arthur G

Series 63, Series 65

York, PA

Lombard Advisers Incorporated
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Carrie B

Series 63, Series 66

Baltimore, MD

Lombard Advisers Incorporated
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Brent K

Series 63, Series 65

Anna, IL

Lombard Advisers Incorporated
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Charles J

Series 66

Pittsburgh, PA

Lombard Advisers Incorporated
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Donald O

ChFC®, Series 63

Hampstead, MD

Lombard Advisers Incorporated
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Joseph S

CFA®

Baltimore, MD

Lombard Advisers Incorporated
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James J

Series 63, Series 66

Baltimore, MD

Lombard Advisers Incorporated
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Joseph S

Series 66

Baltimore, MD

Lombard Advisers Incorporated
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Johnny B

Series 66

Pasedena, MD

Lombard Advisers Incorporated
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Lawrence R

Series 63, Series 65

Baltimore, MD

Lombard Advisers Incorporated
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Harvey B

Series 63, Series 65

Lutherville, MD

Lombard Advisers Incorporated
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Steven S

Series 63, Series 65

Jefferson, MD

Lombard Advisers Incorporated
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