Lombard Street Partners, LLC

Lombard Street Partners, LLC (CRD# 140248) is a financial advisory firm headquartered in Danville, CA. They manage $63,076,108 in 30 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $2,102,537
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, UT

Financial Advisors at Lombard Street Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Christopher D. Barlow
CRD#: 2928123
931 Hartz Way, Suite 220, Danville, CA 94526
93
Wealthminder
score

Christopher Barlow (CRD# 2928123) is an Investment Advisor Representative working at Lombard Street Partners, LLC in Danville, CA and has over 19 years of experience in the finance industry.

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