KELMAN LAZAROV INC

5100 Poplar Ave, Ste 2805
Memphis, Tennessee 38137-2805
Tel: 901-685-8284

About KELMAN LAZAROV INC

KELMAN LAZAROV INC, formally registered with the SEC as KELMAN LAZAROV INC. The firm was established in 12/07/1993. They have over 1 offices throughout the country.

KELMAN LAZAROV INC is a Memphis, Tennessee based Financial Planning firm with nearly $646,843,637 assets under management, offering retirement planning & investment advisory services to 1288 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107727
SEC#	801-45185
Assets Managed by Firm	$646,843,637
No. of Clients	1288
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1288	$646,843,637
Individuals (other than high net worth individuals)	314	$106,124,846
High net worth individuals	227	$536,581,776
Pension and profit sharing plans	3	$3,583,246
Charitable organizations	1	$553,769

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