Claim Profile
ML

Matthew Woodruff Lambert

DAKOTA PACIFIC GLOBAL MACRO ADVISERS LP·SALT LAKE CITY, Utah
Unclaimed Profile
299 SOUTH MAIN STREET, SALT LAKE CITY, UT 84111CRD# 4970306Firm CRD# 288781
01

About

Matthew Woodruff Lambert is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with DAKOTA PACIFIC GLOBAL MACRO ADVISERS LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
DAKOTA PACIFIC GLOBAL MACRO ADVISERS LP
DAKOTA PACIFIC GLOBAL MACRO ADVISERS LP
AUM
$448M
Regulatory assets under management
Employees
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4970306
Firm CRD# 288781
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SALT LAKE CITY?

Browse all registered financial advisors in SALT LAKE CITY, Utah or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Matthew Woodruff Lambert offer?
Matthew Woodruff Lambert specializes in Retirement Planning. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Matthew Woodruff Lambert's credentials?
Matthew Woodruff Lambert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Woodruff Lambert located?
Matthew Woodruff Lambert is based in SALT LAKE CITY, Utah, working with DAKOTA PACIFIC GLOBAL MACRO ADVISERS LP. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Matthew Woodruff Lambert charge for services?
Matthew Woodruff Lambert'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 DAKOTA PACIFIC GLOBAL MACRO ADVISERS LP?
DAKOTA PACIFIC GLOBAL MACRO ADVISERS LP is a registered investment adviser with the SEC, managing $448M in regulatory assets under management. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →