LUMBARD & KELLNER, LLC
SEC Form ADV profile.
Total regulatory AUM
$443,616,831
Discretionary
$443,616,831
Non-discretionary
$0
Firm details
- CRD number
- 117196
- SEC file number
- 801-61888
- Main office
- HOLLIS, NH, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTPS://WWW.LUMBARD.COM
- Fee structure
-
Percentage of AUM
As of October 2026.