Lumbard & Kellner is an investment advisor in Hollis with $318.40 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Lumbard Investment Counseling, LLC
SEC CIK
IRS number
20438289
SEC advisor number
801-61888
FINRA CRD number
117196
AUM ?
$302.96 mm
(as of 22 Mar 23)
Accounts
124
(as of 22 Mar 23)
Employees
4
(4 investment advisory or research)
Address
Lumbard & Kellner
5 HUTCHINGS DRIVE
HOLLIS
NH 03049
5 HUTCHINGS DRIVE
HOLLIS
NH 03049
Phone
603-465-7700
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
6 Jun 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
18 Feb 22
13F-HR
Quarterly holdings report by institutional manager
18 Nov 21