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Building 2GELLER & LEHMANN, LLC

Map pinBALTIMORE, MD
Phone410 583-5540
NotebookSEC #801-117183
Total AUM
$155.7M
Employees
2
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
106 OLD COURT ROAD
SUITE 202
BALTIMORE
MD 21208
United States
Operating Hours
9-5
Monday - Friday
Phone
410 583-5540
Other Offices
1

ReceiptFinancials

Total AUM
$155.7M
Accounts
105
Discretionary
$0
Accounts
0
Non-Discretionary
$155.7M
Accounts
105

ContactClients

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HNW Individual Clients
43
AUM
$153.7M
Other Clients
14
AUM
$2M
Description of Other Clients
REAL ESTATE PRIVATE INVESTMENTS

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
MAMDNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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