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Guy Arthur Lampard

APERIO GROUP, LLC·SAUSALITO, California
Unclaimed Profile
THREE HARBOR DRIVE, SAUSALITO, CA 94965CRD# 1326611Firm CRD# 111616
01

About

Guy Arthur Lampard is a registered financial advisor based in SAUSALITO, California, affiliated with APERIO GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
APERIO GROUP, LLC
APERIO GROUP, LLC
AUM
$80.2B
Regulatory assets under management
Employees
170
Total firm employees
View all advisors at APERIO GROUP, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1326611
Firm CRD# 111616
8 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Guy Arthur Lampard offer?
Guy Arthur Lampard specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAUSALITO, California for a consultation.
What are Guy Arthur Lampard's credentials?
Guy Arthur Lampard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Guy Arthur Lampard located?
Guy Arthur Lampard is based in SAUSALITO, California, working with APERIO GROUP, LLC. Their office serves clients in the SAUSALITO metropolitan area and surrounding communities.
How does Guy Arthur Lampard charge for services?
Guy Arthur Lampard's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APERIO GROUP, LLC?
APERIO GROUP, LLC has approximately 170 employees and manages $80.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SAUSALITO
Garrett Nicholas Paul — SEAFRONT CAPITAL PARTNERS LLCPaul Solli — APERIO GROUP, LLCPatrick Geddes — APERIO GROUP, LLCRobert Newman — APERIO GROUP, LLCTamra Ann Stern — MAIN STREET RESEARCH LLC
Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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