Investment adviser · CRD 143893
RO & LAMBERT
Investment adviser filing (IA)
RO & LAMBERT ASSOCIATES, INC
LOS ANGELES, CA, United States · Form ADV filed Jul 2, 2012
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
0 Private fundsThe 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: Jul 2, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Security ratings · Market timing
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
706 S. DETROIT STREETLOS ANGELES, CA, 90036, United States
CRD 143893
Filing source
Form ADV 657550 · Jul 2, 2012 · 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.