Advisor at Kellner Capital Management, Inc.
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Firm
Kellner Capital Management, Inc.
Location
Philadelphia, PA 19102-3637
Credentials
Series 65
Industry experience
32 years
Jerome Kellner is the sole advisor at Kellner Capital Management, Inc. in Philadelphia, PA, holding a Series 65 credential with 32 years of industry experience. He has been president of Kellner & Associates, P.C., an accounting and tax services firm he founded in 1981, dedicating a significant portion of his time to that business. Kellner Capital Management provides discretionary portfolio management and financial planning services to individual and business clients, managing approximately $56 million across about 75 accounts. The firm integrates investment advisory services with its affiliated accounting practice, serving both personal wealth management and corporate clients.
1528 Walnut Street, Suite 801
Philadelphia, PA 19102-3637
Pennsylvania
Kellner & Associates, P.C.
1981 - Present (45 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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