Overview
Assets Under Management: $351 million
Headquarters: HOLLIS, NH
High-Net-Worth Clients: 84
Average Client Assets: $4 million
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