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Home > Retirement Planners > new hampshire > hollis > LUMBARD & KELLNER, LLC
LUMBARD & KELLNER, LLC
5 Hutchings Drive
Hollis, New Hampshire 03049-0749
Tel: 603-465-7700
About LUMBARD & KELLNER, LLC
LUMBARD & KELLNER, LLC, formally registered with the SEC as LUMBARD & KELLNER, LLC. The firm was established in 02/14/2003. They have over 1 offices throughout the country.
LUMBARD & KELLNER, LLC is a Hollis, New Hampshire based Financial Planning firm with nearly $350,933,057 assets under management, offering retirement planning & investment advisory services to 113 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117196 |
| SEC# | 801-61888 |
| Assets Managed by Firm | $350,933,057 |
| No. of Clients | 113 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 113 | $350,933,057 |
| Individuals (other than high net worth individuals) | 37 | $30,761,382 |
| High net worth individuals | 74 | $305,240,624 |
| Charitable organizations | Fewer than 5 clients | $14,931,051 |
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