Lombard Odier, Inc. is a large advisory firm based in New York. It manages $216.9 million of regulatory assets for 67 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Florida, and 22 other states.
Lombard Odier provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lombard Odier, Inc. is $216.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 230% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lombard Odier, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jean Keller has been acting as President since 1 May 1999. Joseph Fred Gieger joined the executive team most recently as the President/Director.
The principal office where Lombard Odier, Inc. performs its advisory services is located at 12 East 49 Th Street, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-753-4400 or by fax 212-792-4460. The normal business hours are 9:00am to 5:00pm on Monday - Friday.