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Lord AND Richards

Headquartered in HIGHLANDS RANCH, CO

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Firm Information

Lord AND Richards is a registered investment advisor based in Highlands Ranch, CO. The firm provides financial planning and portfolio management for individuals and high-net-worth individuals. They manage approximately $95.5 million in assets for 823 clients.

Lord AND Richards

8744 KENDRICK CASTILLO WAY ;

HIGHLANDS RANCH, CO 80129

$95.52M

Assets Under Management

Not reported

Total Clients

8

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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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percentage of assets

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

Branch Locations (3)

LORD AND RICHARDS has a total of 3 branch locations across the country.

Advisors at Lord AND Richards

View All 8 Advisors

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Disclosures

There are no public disclosures for Lord AND Richards.

Frequently Asked Questions (8)

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