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LUMBARD & KELLNER, LLC
LUMBARD & KELLNER, LLC
HOLLIS, New Hampshire
·
3 registered advisors
·
CRD# 117196
SEC# 801-61888
0
603-465-7700
01
Firm Overview
AUM
$351M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at LUMBARD & KELLNER, LLC
3 registered advisors
Drew Dawson Kellner
HOLLIS, New Hampshire
CRD# 4923489
James B Conway
HOLLIS, New Hampshire
CFA
CRD# 5019263
John Ashmore Lumbard
HOLLIS, New Hampshire
CRD# 852824
05
Office Locations
HOLLIS, New Hampshire
3 advisors
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Data sourced from SEC Form ADV filings. LUMBARD & KELLNER, LLC (CRD# 117196) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.