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).
Total Assets Under Management150MILLION
Total Number of Accounts192ACCOUNTS
Average Account Value$780,302
- 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, FL, IL, MA, ME, NH, TX
Drew Kellner (CRD# 4923489) is an Investment Advisor Representative working at Lumbard & Kellner, LLC in Hollis, NH and has over 12 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 27 years of experience in the finance industry.