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LIVIAN & CO.
450 7th Avenue
Suite 801
New York, New York 10123
Tel: (212) 319-8900
About LIVIAN & CO.
LIVIAN & CO, formally registered with the SEC as LIVIAN & CO. The firm was established in 05/04/2010. They have over 1 offices throughout the country.
LIVIAN & CO. is a New York, New York based Financial Planning firm with nearly $123,532,294 assets under management, offering retirement planning & investment advisory services to 122 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153771 |
| SEC# | 801-71406 |
| Assets Managed by Firm | $123,532,294 |
| No. of Clients | 122 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (CONSULTING SERVICES, FINANCIAL CONSULTING FOR OTHER INVESTMENT ADVISERS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 122 | $123,532,294 |
| High net worth individuals | 47 | $87,577,309 |
| Corporations or other businesses | 17 | $31,331,545 |
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