Lumbard & Kellner
Finance · New Hampshire, United States · 1-10 Employees
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Overview
Headquarters
PO Box 749, Hollis, New Hampshire, 03049...Phone Number
(603) 465-7700Website
www.lumbard.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
1
1
1
1
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1
About Lumbard & Kellner
Lumbard & Kellner Investment Counseling offers focused and unique investment management services to both individuals and institutions. They provide low management fees that include custody costs at a major bank, ensuring that clients' assets are held in their name. The firm emphasizes a commitment to service, having built strong relationships with clients over more than 30 years in the same location. Their services include tracking dividends, managing corporate changes, and providing monthly statements and annual tax summaries.Explore more
Lumbard & Kellner Org Chart
AR
Managing Member, Office Manager
JL
Founder & Portfolio Manager, Managing Member
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Revenue
Number of Employees
Type
Funding
Founded In
Lumbard & Kellner
<$5M
1-10
Private
-
1990
JC
Jay ConwayFinancial Investment Advisor & Manager, At Lumbard & Kellner
Company Profile Activity
Activity Insights
Lumbard & Kellner is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Lumbard & Kellner is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lumbard & Kellner.
Lumbard & Kellner Tech Stack
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Frequently Asked Questions Regarding Lumbard & Kellner
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Lumbard & Kellner Investment Counseling offers focused and unique investment management services to both individuals and institutions. They provide low management fees that include custody costs at a major bank, ensuring that clients' assets are held in their name. The firm emphasizes a commitment to service, having built strong relationships with... Read More
