Allocator Index · CRD 117196

LUMBARD & KELLNER, LLC

Hollis, NH · 603-465-7700 · lumbard.com

SEC IAPD record ↗

Fit score

58

  • aum $250M-$3.0B+22
  • hnw>=200+20
  • hnw_majority+8
  • employees 3-60+8

HNW clients

249

Other individuals

67

HNW assets

$396.9M

Total AUM

$443.6M

Employees

4

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.