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Paul Spencer Lambert

Wasatch Advisors LP

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About Paul Spencer Lambert

Paul Lambert is a registered investment advisor with Wasatch Advisors LP. Paul has been in the industry since 1999 and has a Series 7, Series 63, and Series 65 license. Paul has experience working with a variety of clients, including investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions. Paul specializes in providing model portfolio data to clients and manages portfolios for businesses, individuals, investment companies, and pooled investment vehicles. Paul is also the President of Lambert Brothers, Inc., a vending machine company.

Firm Information

Paul Lambert is currently registered with Wasatch Advisors LP. Wasatch Advisors LP is an investment advisor based in SALT LAKE CITY, UT. They manage over $26 billion in assets for a variety of clients, including corporations, individuals, investment companies, and state and municipal governments. They offer portfolio management services for a variety of clients and provide model portfolio data to clients.
Wasatch Advisors LP

505 WAKARA WAY

SALT LAKE CITY, UT 84108

$26.66B

Assets Under Management

5

Total Clients

37

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provide model portfolio data to clients

Provide model portfolio data to clients

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.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Paul Lambert’s Registration & Firm History

UT

12/13/2005 - Present

Wasatch Advisors LP (SALT LAKE CITY UT)

RI

11/19/1999 - 03/08/2000

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 12/02/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/29/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Spencer Lambert.
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