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Lumbard & Kellner, Llc
Hollis, New Hampshire
Lumbard & Kellner, LLC, a small investment advisory firm based out of Hollis, NH, is dedicated to managing and growing the financial assets of their clients. With over 40 individual clients and an impressive $302,964,000 in assets under management, Lumbard & Kellner, LLC offers personalized investment strategies and solutions.
Although 401K and individual accounts make up less than 30% of their total assets under management, the firm possesses the expertise and resources to effectively manage employer funds. They pride themselves on the discretionary nature of their services, as 100% of the assets they oversee are handled with ca...see more
Assets Under Mgmt
$302.96M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Reviews for Lumbard & Kellner, Llc
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