Be advised. This firm is no longer registered.

Lancaster Pollard Investment Advisory Group

Lancaster Pollard Investment Advisory Group (CRD# 112008) is a financial advisory firm headquartered in Columbus, OH. They manage $315,800,000 in 18 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    316
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $17,544,444
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, MI, OH

Financial Advisors at Lancaster Pollard Investment Advisory Group
No Advisor Found.
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