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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 …
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https://www.yellowpages.com/hollis-nh/mip/lumbard-kellner-2644798. Hours Do you know the hours for this business? Extra Phones. Phone: (603) 465-7762. TollFree: (800) 586-2273. AKA. Lumbard John. Lumbard & Kellner LLC. Lumbard Investment Counseling.
https://www.yellowpages.com/hollis-nh/mip/lumbard-kellner-2644798
Hours Do you know the hours for this business? Extra Phones. Phone: (603) 465-7762. TollFree: (800) 586-2273. AKA. Lumbard John. Lumbard & Kellner LLC. Lumbard Investment Counseling. Other Link. http://www.lumbard.com. Categories Investment Management, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments, Stock & Bond Brokers
http://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.
https://lumbard-kellner-llc.hub.biz/
About Lumbard & Kellner llc: Lumbard & Kellner in Hollis, NH - Hillsborough County is a business listed in the categories Investment Services & Advisors, Security Brokers & Dealers, Investment Advice, Miscellaneous Financial Investment Activities, Investment Securities, Investment Advisory Service and Investments Miscellaneous.
https://www.lumbard.com/html/services.html
Lumbard & Kellner, LLC is engaged in the management of equity and fixed income securities—stocks and bonds—for taxable and tax exempt investors. We currently manage $210 million for 106 clients, from the same offices in Hollis that we’ve occupied for more than 28 years. Our firm has one mission and a single focus.
https://www.lumbard.com/html/team.html
Prior to joining Lumbard & Kellner, Jay was a portfolio manager and SEC-registered investment adviser with FC Advisors for 5 years in San Francisco. Jay started his career in financial services at Pioneer Investments in 2005, where he worked as a mutual fund wholesaler and learned the benefits of doing first hand research on individual stocks ...
https://www.chamberofcommerce.com/united-states/new-hampshire/hollis/investments-miscellaneous/2005079765-lumbard-kellner-llc
Lumbard & Kellner LLC is located at , Hollis, NH 03049. Lumbard & Kellner LLC can be contacted at (603) 465-7700. Get Lumbard & Kellner LLC reviews, …
https://whalewisdom.com/filer/lumbard-investment-counseling-llc
Lumbard & Kellner is based out of Hollis. Lumbard & Kellner is a large advisory firm with 148 clients and discretionary assets under management (AUM) of $280,300,755 (Form ADV from 2021-10-26). Their last reported 13F filing for Q3 2021 included $254,917,000 in managed 13F securities and a top 10 holdings concentration of 33.06%.
https://www.bizapedia.com/nh/lumbard-and-kellner-llc.html
Lumbard & Kellner, LLC is a New Hampshire Domestic Limited-Liability Company filed On September 23, 2004. The company's filing status is listed as Good Standing and its File Number is 488579. The Registered Agent on file for this company is Lumbard, John A and is located at 1 Post Office Green, , PO .
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