Overview
Assets Under Management: $351 million
Headquarters: HOLLIS, NH
High-Net-Worth Clients: 84
Average Client Assets: $4 million
Frequently Asked Questions
LUMBARD & KELLNER, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117196), LUMBARD & KELLNER, LLC is subject to fiduciary duty under federal law.
LUMBARD & KELLNER, LLC is headquartered in HOLLIS, NH.
LUMBARD & KELLNER, LLC serves 84 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, LUMBARD & KELLNER, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
LUMBARD & KELLNER, LLC manages $351 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, LUMBARD & KELLNER, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.37
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 113
Discretionary Accounts: 113
Regulatory Filings
CRD Number: 117196
Last Filing Date: 2024-03-28 00:00:00
Website: https://lumbard.com