LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC

450 7th Avenue
Suite 801
New York, New York 10123
Tel: 212-319-8903

About LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC

LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC, formally registered with the SEC as LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC. The firm was established in 04/03/2014. They have over 1 offices throughout the country.

LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC is a New York, New York based Financial Planning firm with nearly $81,016,538 assets under management, offering retirement planning & investment advisory services to 108 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169980
SEC#	801-79372
Assets Managed by Firm	$81,016,538
No. of Clients	108
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	108	$81,016,538
High net worth individuals	56	$79,120,445
Corporations or other businesses	2	$1,896,093

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