SEC CRD #801-61888
Lumbard Kellner Investment Counseling 800.586.2273 Investment counseling you can trust. Click here to see every newsletter we have written since 2002. Form CRS Privacy Policy SMS Lumbard Kellner, LLC offers focused and unique investment management services to individuals and institutions. Here you will find: Low management fees which include the cost of custody at a major bank. Your assets are held in your name, and continue to be identified as your property. The bank collects dividends, tracks corporate changes, sends you monthly statements, and sends you an annual tax summary that your accountant will love. A Commitment to Service We pride ourselves on the trust we�ve built with our clients. We�ve been at the same location for more than 30 years, and have no plans to move. If you�d like to read our 2026 forecast for the economy and the markets , please click here . 2026 Lumbard Kellner, LLC � PO Box 749, Hollis, NH 03049 � 603-465-7700 www.lumbard.com www.weelectedyou.org -->
DREW KELLNER
CCO
📞 (603) 465-7700
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AUM
$444M
Location
HOLLIS, NH
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