Lumbard & Kellner, LLC

Lumbard & Kellner, LLC (CRD# 117196) is a financial advisory firm headquartered in Hollis, NH. They manage $149,818,001 in 192 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $780,302
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, MA, ME, NH, TX

Financial Advisors at Lumbard & Kellner, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Drew D. Kellner
CRD#: 4923489
5 Hutchings Dr, Hollis, NH 03049
96
Wealthminder
score

Drew Kellner (CRD# 4923489) is an Investment Advisor Representative working at Lumbard & Kellner, LLC in Hollis, NH and has over 11 years of experience in the finance industry.

2
John A. Lumbard
CRD#: 852824
5 Hutchings Drive, Hollis, NH 03049
96
Wealthminder
score

John Lumbard (CRD# 852824) is an Investment Advisor Representative working at Lumbard & Kellner, LLC in Hollis, NH and has over 26 years of experience in the finance industry.

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