Lombardia Capital Partners, LLC

Lombardia Capital Partners, LLC (CRD# 105682) is a financial advisory firm headquartered in Pasadena, CA. They manage $2,149,701,412 in 66 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,150
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $32,571,234
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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, CT, IL, NY, PA

Financial Advisors at Lombardia Capital Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alvin L. Polit
CRD#: 2039814
55 South Lake Ave, Suite 200, Pasadena, CA 91101
96
Wealthminder
score

Alvin Polit (CRD# 2039814) is an Investment Advisor Representative working at Lombardia Capital Partners, LLC in Pasadena, CA and has over 23 years of experience in the finance industry.

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