LIVELSBERGER FINANCIAL ADVISORY

122 West Washington Street
Suite D
Ashland, Ohio 44805
Tel: 419-289-7165

About LIVELSBERGER FINANCIAL ADVISORY

LIVELSBERGER FINANCIAL ADVISORY, formally registered with the SEC as LIVELSBERGER FINANCIAL ADVISORY. The firm was established in 04/03/2020. They have over 1 offices throughout the country.

LIVELSBERGER FINANCIAL ADVISORY is a Ashland, Ohio based Financial Planning firm with nearly $160,941,461 assets under management, offering retirement planning & investment advisory services to 1004 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117665
SEC#	801-118391
Assets Managed by Firm	$160,941,461
No. of Clients	1004
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops
Other (NONPROFIT ADVISORY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1004	$160,941,461
Individuals (other than high net worth individuals)	353	$121,944,013
High net worth individuals	14	$28,699,418
Pension and profit sharing plans	9	$8,353,756
Charitable organizations	3	$1,944,274

More Retirement Planning firms in Ashland, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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