TrueAdvisor
TrueAdvisor
DL
DL

Damian Orlando Lombardi

The Fiduciary Alliance
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
The Fiduciary Alliance
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
6,662 clients
Average Client Portfolio
$288K average
Assets Under Management
$1.9B

Fee Structure

Location

One Riverway, Suite 1700, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
The Fiduciary Alliance
June 2025 - Present · 8 mos
Previous Registrations
Porter Investments
July 2017 - June 2025 · 7 yrs 11 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.