Falists
← Back to search

THE FAMILY FINANCIAL GROUP

GELLER & LEHMANN, LLC

CRD 318908

Visit website

775 COMMONWEALTH AVENUE, NEWTON CENTRE, MA, 02459, United States

Phone

410-583-5540

Fax

888 859-9357

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps; 16 broker-dealer reps

Clients

11-25

Fees

Hourly charges

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningSelection of other advisers

Client types

TypeClientsAUM
High net worth individuals16$0

All web addresses on file

Official SEC filing: View on IAPD