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Lambert Advisors, LLC (Haverford)


Lambert Advisors, LLC is a large advisory firm based in Haverford. It manages $56.86 million of regulatory assets for 91 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Pennsylvania and Texas.

Lambert Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lambert Advisors: assets under management

The assets under management (AUM) of Lambert Advisors, LLC is $56.86 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $56.86 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $624.78 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lambert Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Haverford

The principal office where Lambert Advisors, LLC performs its advisory services is located at 147 Grays Lane, Haverford, PA 19041, 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 610-649-0354 or by fax 610-649-0354. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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