LAMBERT ADVISORS, LLC
Legal name: LAMBERT ADVISORS
CRD #145917 SEC #801-68708 RADNOR, PA 610-688-1107
SEC Registered
Total AUM
$56.9M
Discretionary
$56.9M
Employees
5
Clients
26
Accounts
91
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 10, 2011
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LAMBERT, JOHN, JOSEPH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LAMBERT, MARYANN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LAMBERT, MARYANN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LAMBERT, MARYANN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LAMBERT, MARYANN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LAMBERT, MARYANN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 10, 2011 REGISTERED
Notice Filings (2)
PA TX
Address
290 KING OF PRUSSIA ROADRADNOR STATION BUILDING #1, SUITE 310
RADNOR, PA 19087
United States
Phone: 610-688-1107