Assets Under Management
$567.4M
Number of Clients
955
Number of Advisors
30
Average Client AUM
$594K
AUM per Advisor
$18.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Lombard Advisers Incorporated provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Advice includes portfolio management, growth/income investing, education funding, and retirement planning. They offer discretionary and non-discretionary investment management services through a wrap fee program.
1820 Lancaster St, Baltimore, MD, 21231