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Christopher Mundt Lamb

OLD MISSION INVESTMENT COMPANY, LLC·TRAVERSE CITY, Michigan
Unclaimed Profile
880 MUNSON AVENUE, TRAVERSE CITY, MI 49686CRD# 2412619Firm CRD# 140381
01

About

Christopher Mundt Lamb is a registered financial advisor based in TRAVERSE CITY, Michigan, affiliated with OLD MISSION INVESTMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OLD MISSION INVESTMENT COMPANY, LLC
OLD MISSION INVESTMENT COMPANY, LLC
AUM
$679M
Regulatory assets under management
Employees
10
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2412619
Firm CRD# 140381
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Christopher Mundt Lamb offer?
Christopher Mundt Lamb specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TRAVERSE CITY, Michigan for a consultation.
What are Christopher Mundt Lamb's credentials?
Christopher Mundt Lamb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Mundt Lamb located?
Christopher Mundt Lamb is based in TRAVERSE CITY, Michigan, working with OLD MISSION INVESTMENT COMPANY, LLC. Their office serves clients in the TRAVERSE CITY metropolitan area and surrounding communities.
How does Christopher Mundt Lamb charge for services?
Christopher Mundt Lamb's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OLD MISSION INVESTMENT COMPANY, LLC?
OLD MISSION INVESTMENT COMPANY, LLC has approximately 10 employees and manages $679M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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