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Building 2LIVINGSTON & JEFFERSON INC

Map pinCINCINNATI, OH
Phone513-852-8160
NotebookSEC #801-39831
Total AUM
$51.6M
Employees
4
Clients
25

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
442 CAREW TOWER 441 VINE STREET
CINCINNATI
OH 45202-2813
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
513-852-8160

ReceiptFinancials

Total AUM
$51.6M
Accounts
25
Discretionary
$51M
Accounts
24
Non-Discretionary
$596.4K
Accounts
1

ContactClients

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Individual Clients
5
AUM
$2.3M
HNW Individual Clients
19
AUM
$45.7M
Charitable Organization Clients
1
AUM
$3.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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

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