LUMBARD & KELLNER, LLC
  • LUMBARD & KELLNER, LLC
  • LUMBARD INVESTMENT COUNSELING LLC
  • LUMBARD INVESTMENT COUNSELING

Adviser Profile

As of Date 03/16/2026
Registration SEC, Approved, 02/14/2003
Other registrations (1)
ADV Location HOLLIS, NH, United States
Contact Info 603 xxxxxxx
Websites
AUM* 443,616,831 26%
of that, discretionary 443,616,831 26%
Number of Employees 4
of those in investment advisory functions 3 -25%
Private Fund GAV* 0
Avg Account Size 1,381,984 -56%
% High Net Worth 77.57% 21%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

444M 380M 317M 253M 190M 127M 63M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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