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Pote Punyagupta Videt

LOMBARD INVESTMENTS, INC.·DALY CITY, California
Clean recordLOMBARD INVESTMENTS, INC.
950 JOHN DALY BOULEVARD, DALY CITY, CA 94105-3004CRD# 1191617Firm CRD# 157418

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Pote Punyagupta Videt · DALY CITY, CA
Registration
CRD #1191617 · LOMBARD INVESTMENTS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Pote Punyagupta Videt is a registered financial advisor based in DALY CITY, California, affiliated with LOMBARD INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
LOMBARD INVESTMENTS, INC.
LOMBARD
AUM
$224M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at LOMBARD INVESTMENTS, INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1191617
Firm CRD# 157418
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Pote Punyagupta Videt offer?
Pote Punyagupta Videt specializes in Retirement Planning. Contact their office in DALY CITY, California for a consultation.
What are Pote Punyagupta Videt's credentials?
Pote Punyagupta Videt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Pote Punyagupta Videt located?
Pote Punyagupta Videt is based in DALY CITY, California, working with LOMBARD INVESTMENTS, INC.. Their office serves clients in the DALY CITY metropolitan area and surrounding communities.
How does Pote Punyagupta Videt charge for services?
Pote Punyagupta Videt's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LOMBARD INVESTMENTS, INC.?
LOMBARD INVESTMENTS, INC. has approximately 9 employees and manages $224M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LOMBARD INVESTMENTS, INC.

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DALY CITY, CA
Peter Henry Sullivan
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Jr. Thomas Smith
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Scott Piercy Sweet
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Research
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