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LOMBARD ADVISERS INCORPORATED
CRD 108231 · SEC 801-114981
1820 LANCASTER ST, BALTIMORE, MD, 21231, United States
Phone
410-342-1300
Fax
410-732-0303
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$669.8M
Discretionary AUM
$245.3M
Team
41 total employees; 30 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 867 | $356.8M |
| High net worth individuals | 74 | $154.6M |
| Pension/profit sharing plans | 27 | $95.4M |
| Charitable organizations | 15 | $62.7M |
| Corporations/business entities | 2 | $256K |
States served
CA, CO, DE, IL, KY, LA, MD, NJ, NY, NC, OH, PA, SC, TN, VA, WV, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD