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).

Current Firm Details
5 Hutchings Drive, Hollis, NH 03049
https://www.lumbard.com
By the Numbers
  • Total Assets Under Management
    351
    MILLION
  • Total Number of Accounts
    113
    ACCOUNTS
  • Average Account Value
    $3,105,602
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
The map below shows states where this firm has explicit registration only.

CA, IL, MA, NH, TX

Financial Advisors at Lumbard & Kellner, LLC
Showing 1 - 3 of 3 top financial advisors.
1
James Conway, financial advisor Hollis NH
James B. Conway
CRD#: 5019263
5 Hutchings Drive, Hollis, NH 03049

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.

2
Drew Kellner, financial advisor Hollis NH
Drew D. Kellner
CRD#: 4923489
5 Hutchings Dr, Hollis, NH 03049

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.

3
John Lumbard, financial advisor Hollis NH
John A. Lumbard
CRD#: 852824
5 Hutchings Drive, Hollis, NH 03049

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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