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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PRIME BUCHHOLZ LLC 273 Corporate Drive Suite 250 Portsmouth, NH, 03801	$10,409,452,909	70	129
IMPAX ASSET MANAGEMENT LLC 30 Penhallow Street Suite 400 Portsmouth, NH, 03801	$9,643,533,263	19	113
GLOBAL FOREST PARTNERS LP 67 Etna Road, Suite 500 Lebanon, NH, 03766	$3,554,771,000	18	23
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