Geller & Lehmann, LLC (Baltimore)

Name: Geller & Lehmann, LLC
Address: 106 Old Court Road, Baltimore, MD, 21208
Telephone: 410 583-5540

Geller & Lehmann, LLC is a large advisory firm based in Baltimore. It manages $117.54 million of regulatory assets for 121 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Maryland, Massachusetts, and New York.

Geller & Lehmann provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Geller & Lehmann: assets under management

The assets under management (AUM) of Geller & Lehmann, LLC is $117.54 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in exchange traded securities the most. They account for 41% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 23% of the firm’s portfolio. Investments in state and local bonds form 18% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Geller & Lehmann, LLC for their services and products based on hourly charges and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Geller & Lehmann serves?

The only and largest group of clients of Geller & Lehmann is high net worth individuals with 52 clients and $117.54 million of assets under management. Among the 9 most similar advisory firms, Geller & Lehmann has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $117.54 million for 52 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Geller & Lehmann doesn't advise any private funds.

Careers at Geller & Lehmann, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David C Lehmann	Member	1 Mar 2003	50% - 75%	5085262
Sandra V. Geller	Member	1 Mar 2003	50% - 75%	5085273
Sandra V. Geller	Cco	1 Jan 2007	50% - 75%	5085273

Based in Baltimore

The principal office where Geller & Lehmann, LLC performs its advisory services is located at 106 Old Court Road, Baltimore, MD 21208, which is also the mailing address of the firm. An additional office of the firm is in Newton Centre, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 410 583-5540 or by fax 888 859-9357. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at gellerlehmann.com.