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Building 2LUMBARD & KELLNER, LLC

Map pinHOLLIS, NH
Phone603-465-7700
NotebookSEC #801-61888
Total AUM
$443.6M
Employees
4
Clients
321

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 HUTCHINGS DRIVE
HOLLIS
NH 03049-0749
United States
Operating Hours
9:00 A.M.- 4:15 P.M.
Monday - Friday
Phone
603-465-7700

ReceiptFinancials

Total AUM
$443.6M
Accounts
321
Discretionary
$443.6M
Accounts
321
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
67
AUM
$25.1M
HNW Individual Clients
249
AUM
$396.9M
Charitable Organization Clients
3
AUM
$21.5M
Corporation or Business Clients
2
AUM
$213K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMENHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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