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Kelman Lazarov, Inc.

EST. AUM
$894,604,455

CONTACTS
10

CLIENT ACCOUNTS
1,512

Firm Details

Metro area Memphis
CRD Number 107727
Website kelman-lazarov.com
Client types

Overview

The company is a pioneering financial planning firm founded in 1979, dedicated to building lasting relationships by deeply understanding its clients and their families. With a people-first philosophy and a proven track record in wealth management, the firm has achieved consistent growth, helping clients and their families prosper across generations. As fiduciaries, the company prioritizes providing personalized, objective financial counsel tailored to individual circumstances, goals, and objectives. Its fee-based compensation model ensures alignment of interests, with advisors earning more only when clients' portfolios grow. The firm serves business owners, professionals, affluent families, and other clients, offering a fair and trusted approach to financial planning.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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