Overview
Assets Under Management: $603 million
High-Net-Worth Clients: 64
Average Client Assets: $6.1 million
Frequently Asked Questions
LOMBARD ODIER TRANSATLANTIC LIMITED is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #6318), LOMBARD ODIER TRANSATLANTIC LIMITED is subject to fiduciary duty under federal law.
LOMBARD ODIER TRANSATLANTIC LIMITED serves 64 high-net-worth clients according to their SEC filing dated October 16, 2018. View client details ↓
According to their SEC Form ADV, LOMBARD ODIER TRANSATLANTIC LIMITED offers portfolio management for individuals. View all service details ↓
LOMBARD ODIER TRANSATLANTIC LIMITED manages $603 million in client assets according to their SEC filing dated October 16, 2018.
According to their SEC Form ADV, LOMBARD ODIER TRANSATLANTIC LIMITED serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.88%
Average Client Assets: $6.1 million
Total Client Accounts: 102
Discretionary Accounts: 84
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 6318
Filing ID: 1242554
Last Filing Date: 2018-10-16 11:13:00