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Building 2LIVIAN & CO.

Map pinNEW YORK, NY
Phone(212) 319-8900
NotebookSEC #801-71406
Total AUM
$152.9M
Employees
5
Clients
70

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
450 7TH AVENUE
SUITE 801
NEW YORK
NY 10123
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(212) 319-8900

ReceiptFinancials

Total AUM
$152.9M
Accounts
131
Discretionary
$127.8M
Accounts
120
Non-Discretionary
$25.1M
Accounts
11

ContactClients

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HNW Individual Clients
47
AUM
$102.4M
Pooled Vehicle Clients
3
AUM
$5M
Corporation or Business Clients
20
AUM
$45.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CONSULTING SERVICES, FINANCIAL CONSULTING FOR OTHER INVESTMENT ADVISERS
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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