Investment adviser · CRD 112008

LANCASTER POLLARD INVESTMENT ADVISORY GROUP

Investment adviser filing (IA)

LANCASTER POLLARD ASSET MANAGEMENT LLC

COLUMBUS, OH, United States · Form ADV filed Sep 29, 2015

Regulatory AUM
$169M
Form ADV · Item 5.F
Client accounts
17
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
5
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 29, 2015. View historical filings

Reported services

Business portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

65 EAST STATE STREET, 16TH FLOOR
COLUMBUS, OH, 43215-4213, United States

CRD 112008

Filing source

Form ADV 949009 · Sep 29, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.