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Building 2LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC

Map pinNEW YORK, NY
Phone212-319-8903
NotebookSEC #801-79372
Total AUM
$84.2M
Employees
2
Clients
53

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
212-319-8903

ReceiptFinancials

Total AUM
$84.2M
Accounts
108
Discretionary
$80.1M
Accounts
104
Non-Discretionary
$4.1M
Accounts
4

ContactClients

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HNW Individual Clients
51
AUM
$83.6M
Corporation or Business Clients
2
AUM
$574.4K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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