Overview
Assets Under Management: $545 million
High-Net-Worth Clients: 75
Average Client Assets: $4.0 million
Frequently Asked Questions
LOMBARD ODIER TRANSATLANTIC LIMITIED 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 #290671), LOMBARD ODIER TRANSATLANTIC LIMITIED is subject to fiduciary duty under federal law.
LOMBARD ODIER TRANSATLANTIC LIMITIED serves 75 high-net-worth clients according to their SEC filing dated November 07, 2017. View client details ↓
According to their SEC Form ADV, LOMBARD ODIER TRANSATLANTIC LIMITIED offers portfolio management for individuals. View all service details ↓
LOMBARD ODIER TRANSATLANTIC LIMITIED manages $545 million in client assets according to their SEC filing dated November 07, 2017.
According to their SEC Form ADV, LOMBARD ODIER TRANSATLANTIC LIMITIED serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.11%
Average Client Assets: $4.0 million
Total Client Accounts: 124
Discretionary Accounts: 101
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 290671
Filing ID: 1146725
Last Filing Date: 2017-11-07 16:10:00