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Lombard Advisers Inc.

Headquartered in BALTIMORE, MD

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Firm Information

Lombard Advisers Inc. is an investment advisor based in Baltimore, MD. The firm provides portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Lombard Advisers Inc. has approximately $366 million in regulatory assets under management.

Lombard Advisers Inc.

1820 LANCASTER ST

BALTIMORE, MD 21231

$366.42M

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (32)

LOMBARD ADVISERS INC. has a total of 32 branch locations across the country.
location

HAMPSTEAD, MD

location

ERIE, PA

location

MATTHEWS, NC

location

Jennings, LA

location

MATHEWS, NC

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NEWPORT NEWS, VA

location

Owings Mills, MD

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North Beach, MD

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Bridgeport, WV

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Accokeek, MD

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Lutherville, MD

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Orefield, PA

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Allentown, PA

location

Annapolis, MD

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RADFORD, VA

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PLYMOUTH MEETING, PA

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PASEDENA, MD

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JENNINGS, LA

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BALTIMORE, MD

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Radford, VA

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York, PA

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Poinciana, FL

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Jefferson, MD

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Charlotte, NC

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PASADENA, MD

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HARDY, VA

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Bridgeport, TX

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ANNA, IL

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Pittsburgh, PA

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CHILLICOTHE, MO

location

Tampa, FL

location

Baltimore, MD

Advisors at Lombard Advisers Inc.

View All 29 Advisors
Unclaimed
Richard Alan Fogal

RA

BALTIMORE, MD

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Unclaimed
James L Johnson

RA

BALTIMORE, MD

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Unclaimed
Charles M Jenkins

RA

BALTIMORE, MD

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Unclaimed
Marilyn Lejeune Watkins

RA

BALTIMORE, MD

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Unclaimed
Brian Lee Slagle

RA

Annapolis, MD

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Unclaimed
Harvey Clifford Byrd

RA

BALTIMORE, MD

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Unclaimed
Edwin Major Reynolds

RA

BALTIMORE, MD

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Unclaimed
Don Andrew Price

RA

RADFORD, VA

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Disclosures

There are no public disclosures for Lombard Advisers Inc..

Frequently Asked Questions (9)

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