Lumbard Kellner Llc Headquarters
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Lumbard & Kellner Investment Counseling 800.586.2273
- https://www.lumbard.com/
- Lumbard & Kellner, LLC offers focused and unique investment management services to individuals and institutions. Here you will find: Low management fees which include the cost of custody at a major bank. Your assets are held in your name, and continue to be identified as your property.
Lumbard & Kellner Investment Counseling 800.586.2273
- https://www.lumbard.com/html/contact_us.html
- Lumbard & Kellner, LLC. P.O. Box 749. Hollis, New Hampshire 03049. 800-LUMBARD. 603-465-7700. Additional information can be obtained by calling us for a brochure and other literature. We’re at (800) Lumbard, which works out to (800) 586-2273. We look forward to hearing from you.
Lumbard & Kellner, LLC
- https://smartadvisormatch.com/advisor-firm-network/new-hampshire/lumbard-kellner-llc-117196
- Overview. Lumbard & Kellner, LLC operates as a financial advisory company that has its headquarters in Hollis, New Hampshire. The firm has $207.8 million in assets over 205 accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM).
Lumbard & Kellner, LLC Wealthminder
- https://www.wealthminder.com/financial-advisors/advisory-firms/lumbard-kellner-llc/10420/
- Lumbard & Kellner, LLC Lumbard & Kellner, LLC (CRD# 117196) is a financial advisory firm headquartered in Hollis, NH. They manage $280,300,755 in 271 accounts and serve the financial needs of clients across 5 states (or territories).
Team - Lumbard & Kellner Investment Counseling Team 800 ...
- https://www.lumbard.com/html/team.html
- He founded Lumbard Investment Counseling (now Lumbard & Kellner), at its current Hollis location, in 1990. John has a bachelor's degree in Economics from Colby, and received his Chartered Financial Analyst designation (the professional designation of investment management and research) in 1984. Drew D. Kellner, CFA.
Lumbard & Kellner - Overview, News & Competitors ...
- https://www.zoominfo.com/c/lumbard-kellner-llc/32375945
- View Lumbard & Kellner (www.lumbard.com) location in New Hampshire, United States , revenue, industry and description. Find related and similar companies as …
Lumbard & Kellner - Crunchbase Company Profile & Funding
- https://www.crunchbase.com/organization/lumbard-kellner
- Lumbard & Kellner specializes in investment management as well as offers estate, financial planning, advisory and CPA services.
Lumbard & Kellner LLC 5 Hutchins Dr Hollis, NH Investment ...
- https://www.mapquest.com/us/new-hampshire/lumbard-kellner-llc-364022821
- Get directions, reviews and information for Lumbard & Kellner LLC in Hollis, NH. Lumbard & Kellner LLC 5 Hutchins Dr Hollis NH 03049. Reviews (603) 465-7700 Website. Menu & Reservations Make Reservations . Order Online Tickets Tickets See Availability Directions ...
LUMBARD & KELLNER, LLC New Hampshire Company Directory
- https://www.nhcompanyregistry.com/companies/lumbard-kellner-llc/
- LUMBARD & KELLNER, LLC was registered on Sep 23 2004 as a domestic limited liability company type with the address 5E Hutchings Dr, Hollis, NH, 03049, USA . The business id is 488579. There are 3 officer records in this business. The agent name for this business is: Lumbard, John A. The business status is Good Standing now.
Lumbard & Kellner Investment Counseling Fees 800.586.2273
- https://www.lumbard.com/html/fees.html
- The fee on the first $500,000 is 1.1% per annum, regardless of the size of the relationship. A family of accounts can be combined for fee purposes, thus reducing fees for each of the members of the family. Fees are collected in twelve installments, at the end of each month. The minimum portfolio is $1,500,000.
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