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Jean Ashmore Lumbard

LUMBARD & KELLNER, LLC·HOLLIS, New Hampshire
Unclaimed Profile
5 HUTCHINGS DRIVE, HOLLIS, NH 03049-0749CRD# 4512638Firm CRD# 117196
01

About

Jean Ashmore Lumbard is a registered financial advisor based in HOLLIS, New Hampshire, affiliated with LUMBARD & KELLNER, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
LUMBARD & KELLNER, LLC
LUMBARD & KELLNER, LLC
AUM
$351M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at LUMBARD & KELLNER, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4512638
Firm CRD# 117196
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jean Ashmore Lumbard offer?
Jean Ashmore Lumbard specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOLLIS, New Hampshire for a consultation.
What are Jean Ashmore Lumbard's credentials?
Jean Ashmore Lumbard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jean Ashmore Lumbard located?
Jean Ashmore Lumbard is based in HOLLIS, New Hampshire, working with LUMBARD & KELLNER, LLC. Their office serves clients in the HOLLIS metropolitan area and surrounding communities.
How does Jean Ashmore Lumbard charge for services?
Jean Ashmore Lumbard's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LUMBARD & KELLNER, LLC?
LUMBARD & KELLNER, LLC has approximately 4 employees and manages $351M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HOLLIS
John Ashmore Lumbard — LUMBARD & KELLNER, LLCGordon Alan Russell — LUMBARD & KELLNER, LLCMichael Allen Collora — LUMBARD & KELLNER, LLCPeter Boyd Coz — LUMBARD & KELLNER, LLCDrew Dawson Kellner — LUMBARD & KELLNER, LLC
Nearby cities in New Hampshire
PORTSMOUTH (114)BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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