Lombard (CRD# 157418) is a financial advisory firm headquartered in San Francisco, CA. They manage $461,566,592 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management462MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$230,783,296
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)