Lumbard & Kellner, LLC
Lumbard & Kellner, LLC (CRD# 117196) is a financial advisory firm headquartered in Hollis, NH. They manage $350,933,057 in 113 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management351MILLION
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Total Number of Accounts113ACCOUNTS
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Average Account Value$3,105,602
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, IL, MA, NH, TX
James Conway (CRD# 5019263) is an Investment Advisor Representative working at Lumbard & Kellner, LLC in Hollis, NH and has over 18 years of experience in the finance industry.
Drew Kellner (CRD# 4923489) is an Investment Advisor Representative working at Lumbard & Kellner, LLC in Hollis, NH and has over 18 years of experience in the finance industry.
John Lumbard (CRD# 852824) is an Investment Advisor Representative working at Lumbard & Kellner, LLC in Hollis, NH and has over 34 years of experience in the finance industry.