Geller & Lehmann, LLC
Geller & Lehmann, LLC (CRD# 132310) is a financial advisory firm headquartered in Baltimore, MD. They manage $155,698,710 in 105 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management156MILLION
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Total Number of Accounts105ACCOUNTS
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Average Account Value$1,482,845
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, MD, NY
Financial Advisors at Geller & Lehmann, LLC
No Advisor Found.
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