Lombard
Lombard (CRD# 157418) is a financial advisory firm headquartered in Daly City, CA. They manage $304,599,581 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management305MILLION
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Total Number of Accounts2ACCOUNTS
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Average Account Value$152,299,791
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Lombard
No Advisor Found.
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