Kelman Lazarov Inc
Legal Name: KELMAN LAZAROV INC
Full Contact Details
Kelman Lazarov Inc
5100 POPLAR AVE, STE 2805, MEMPHIS, TN
901-685-8284
901-685-8013
Other Info
Kelman Lazarov Inc, a registered and approved TN Corporation, has been in operation since December 1993. With a team of 16 employees, 11 of whom are dedicated advisors, the firm provides financial services to 2 clients.
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AboutApproachServicesTeamContactClient Portal About Approach Services Team Contact Client Portal The human side of wealth management. You know where you want to go. We can help you find your way. It’s not just about money. It’s how you live. What brings you joy. The lives you touch. Your dreams,…
Direct Owners
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ANDREW D BUZAN
CO-CHIEF INVESTMENT OFFICER owns less than 5%
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KEITH FRANCIS SCHMITT
DIRECTOR OF FINANCIAL PLANNING owns more than 5% but less than 10%
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MARTIN SAMUEL KELMAN
CHAIRMAN owns more than 25% but less than 50%
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MICHAEL MUNEKATA
CHIEF COMPLIANCE OFFICER owns less than 5%
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RONALD JAY LAZAROV
PRESIDENT/CO-CHIEF INVESTMENT OFFICER owns more than 25% but less than 50%
Firms Located Nearby
- Brandon Financial Planning Inc
- WOLF River Capital Management LLC
- Kimery Wealth Management LLC
- Wunderlich Capital Management LLC
- Century Wealth Management LLC
- TD Capital Management LLC
- Green Square Wealth Management LLC
- Highland Capital Management LLC
- Newsouth Capital Management Inc
- Southeastern Asset Management Inc
Top Holdings
- SCHWAB STRATEGIC TRUST $24,739k
- GOLDMAN SACHS ETF TR $17,273k
- SCHWAB U.S. LARGE-CAP GROWTH ETF $14,192k
- VANECK VECTORS ETF TR MORNINGSTAR WIDE $14,190k
- Berkshire Hathaway, Inc. $10,153k
- GOLDMAN SACHS ETF TR $8,654k
- SCHWAB STRATEGIC TR SCHWAB $8,487k
- GOLDMAN SACHS ETF TR $7,615k
- ISHARES TR CORE S&P SCP ETF $6,095k
- TEMPLETON GLOBAL INCOME FD $4,609k