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LOMBARD ADVISERS INCORPORATED

SEC Form ADV profile.

Total regulatory AUM
$669,830,665
Discretionary
$245,268,968
Non-discretionary
$424,561,697

Firm details

CRD number
108231
SEC file number
801-114981
Main office
BALTIMORE, MD, United States
Employees
41
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.