Lumbard & Kellner Review

Trust Score 95%
Trust Score info_outline

Last updated: August 6th, 2019. Data source: SEC filings.

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Lumbard & Kellner, federally registered in 2003, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 2 advisors. Lumbard & Kellner manages $176.9 million and provides investment advisory services for 112 clients (1:56 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,500,000
Average Client Balance $1,579,272
Hybrid Advisor No
Disciplinary History No
Total AUM $176.9 million
Advisor / Client Ratio 1:56
Headquarters 5 Hutchings Drive Hollis, NH 03049-0749
SEC Filings Forms and Brochures    (CRD # 117196)
State(s) Registered CA, IL, MA, NH, TX

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