Cherry Street Partners
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About this Advisor
Paul Lambert is a certified financial planner whose office is in Denver, Colorado. Currently an advisor at Cherry Street Partners, Lambert has an impressive 31 years of professional experience as a financial advisor. Lambert holds Series 63 and Series 66 licenses, qualifying them as a securities broker. Lambert is able to act as an advisor based out of Colorado. Their career trajectory has included roles at General American, Cherry Street Partners and Paul Lambert, Inc. Cherry Street Partners is based out of Denver, Colorado. As a firm, Cherry Street Partners oversees $450 million in assets across 1,649 client accounts and retains seven staff members. The firm's total assets under management places it among the larger firms in the country. The firm manages 1,604 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 9% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Cherry Street Partners offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Cherry Street Partners Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Paul Lambert Work History
Paul has 31 years of experience.
Cherry Street Partners
Paul Lambert, Inc
Paul Lambert has no disclosures.
Please visit their SEC profile for more details.