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Robert John Lambert

SWP INVESTMENT MANAGEMENT LLC·INDEPENDENCE, Ohio
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5005 ROCKSIDE ROAD, INDEPENDENCE, OH 44131CRD# 7534302Firm CRD# 331314
01

About

Robert John Lambert is a registered financial advisor based in INDEPENDENCE, Ohio, affiliated with SWP INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
SWP INVESTMENT MANAGEMENT LLC
SWP INVESTMENT MANAGEMENT LLC
AUM
$81M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SWP INVESTMENT MANAGEMENT LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7534302
Firm CRD# 331314
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert John Lambert offer?
Robert John Lambert specializes in Investment Management, Fee-Only Advisory. Contact their office in INDEPENDENCE, Ohio for a consultation.
What are Robert John Lambert's credentials?
Robert John Lambert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert John Lambert located?
Robert John Lambert is based in INDEPENDENCE, Ohio, working with SWP INVESTMENT MANAGEMENT LLC. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.
How does Robert John Lambert charge for services?
Robert John Lambert'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 SWP INVESTMENT MANAGEMENT LLC?
SWP INVESTMENT MANAGEMENT LLC has approximately 6 employees and manages $81M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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