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Building 2LIVELSBERGER FINANCIAL ADVISORY

Map pinASHLAND, OH
Phone419-289-7165
NotebookSEC #801-118391
Total AUM
$176.4M
Employees
4
Clients
380

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
122 WEST WASHINGTON STREET
SUITE D
ASHLAND
OH 44805
United States
Operating Hours
9:00AM TO 4:00PM
Monday - Friday
Phone
419-289-7165

ReceiptFinancials

Total AUM
$176.4M
Accounts
380
Discretionary
$174M
Accounts
293
Non-Discretionary
$2.4M
Accounts
87

ContactClients

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Individual Clients
365
AUM
$137.6M
HNW Individual Clients
6
AUM
$28M
Pension/Profit Sharing Plan Clients
8
AUM
$8.9M
Charitable Organization Clients
1
AUM
$1.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
NONPROFIT ADVISORY SERVICES
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAOHPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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