Lombard Advisers Incorporated

Lombard Advisers Incorporated (CRD# 108231) is a financial advisory firm headquartered in Baltimore, MD. They manage $366,417,835 in 1,170 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    366
    MILLION
  • Total Number of Accounts
    1,170
    ACCOUNTS
  • Average Account Value
    $313,178
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, CO, DE, FL, IL, LA, MD, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA

Financial Advisors at Lombard Advisers Incorporated
Showing 31 - 31 of 31 top financial advisors.
31
Joseph M. Sutphin
CRD#: 7495163
1820 Lancaster St, Baltimore, MD 21231

Joseph Sutphin (CRD# 7495163) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Baltimore, MD and has 1 year of experience in the finance industry.

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