Unclaimed Profile

Paul Spencer Lambert

WASATCH ADVISORS LP·SALT LAKE CITY, Utah

WASATCH ADVISORS LP

505 WAKARA WAY, SALT LAKE CITY, UT 84108CRD# 4027152Firm CRD# 106081

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Spencer Lambert · SALT LAKE CITY, UT

Registration

CRD #4027152 · WASATCH ADVISORS LP

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Paul Spencer Lambert is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with WASATCH ADVISORS LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WASATCH ADVISORS LP

AUM

$26.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WASATCH ADVISORS LP →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4027152

Firm CRD# 106081

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Spencer Lambert offer?

Paul Spencer Lambert specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Paul Spencer Lambert's credentials?

Paul Spencer Lambert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Spencer Lambert located?

Paul Spencer Lambert is based in SALT LAKE CITY, Utah, working with WASATCH ADVISORS LP. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Paul Spencer Lambert charge for services?

Paul Spencer 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 WASATCH ADVISORS LP?

WASATCH ADVISORS LP has approximately 90 employees and manages $26.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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