RIA Intel›Advisers›LAMBERT ADVISORS, LLC

LAMBERT ADVISORS, LLC

Advisory

Data as of Oct 31, 2011 · Source: SEC Form ADV

Total AUM
$57M
1-Year AUM Growth
0.0%
3-Year CAGR
-5.9%
Employees
0
Assets Under Management
Total AUM$57M
Discretionary AUM$57M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record9
First FilingDec 19, 2007
Latest FilingOct 31, 2011
🔒 Full AUM trend chart and 9 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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