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James Thomas Lombardo

AMERICU CAPITAL MANAGEMENT, LLC·ROME, New York
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231 HILL ROAD, ROME, NY 13441CRD# 3028173Firm CRD# 133322
01

About

James Thomas Lombardo is a registered financial advisor based in ROME, New York, affiliated with AMERICU CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
AMERICU CAPITAL MANAGEMENT, LLC
AMERICU CAPITAL MANAGEMENT, LLC
AUM
$30M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at AMERICU CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3028173
Firm CRD# 133322
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Thomas Lombardo offer?
James Thomas Lombardo specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ROME, New York for a consultation.
What are James Thomas Lombardo's credentials?
James Thomas Lombardo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Thomas Lombardo located?
James Thomas Lombardo is based in ROME, New York, working with AMERICU CAPITAL MANAGEMENT, LLC. Their office serves clients in the ROME metropolitan area and surrounding communities.
How does James Thomas Lombardo charge for services?
James Thomas Lombardo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERICU CAPITAL MANAGEMENT, LLC?
AMERICU CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ROME
Mark Alan Pfisterer — AMERICU CAPITAL MANAGEMENT, LLCIris Lee Buczkowski — BIRCH WEALTH, INC.Robert R. Ritz — D'ARCANGELO FINANCIAL GROUP, LLCRonald Ernest Belle — AMERICU CAPITAL MANAGEMENT, LLC
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Research
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