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KELMAN LAZAROV INC
MEMPHIS, TN
901-685-8284
SEC #801-45185Total AUM
$894.6M
Employees
17Clients
579Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5100 POPLAR AVE, STE 2805
MEMPHIS
TN 38137-2805
United States
MEMPHIS
TN 38137-2805
United States
Operating Hours
8:30 AM - 5 PM M-TH, 8:30 AM - 3 PM F
Monday - Friday
Monday - Friday
Phone
901-685-8284
Financials
Total AUM
$894.6M
Accounts
1,512Discretionary
$894.6M
Accounts
1,512Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
251AUM
$71.5M
HNW Individual Clients
323AUM
$817.5M
Pension/Profit Sharing Plan Clients
3AUM
$4.3M
Charitable Organization Clients
2AUM
$1.3M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
GENERAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALARCAFLGAILLAMAMDMIMSNCNYSCTNTXVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.