Lehmann, Livian, Fridson Advisors, LLC

Overview

Headquarters

New York, NY

Total Firm Assets

$84 million

Average High-Net-Worth Client Portfolio Size

$1.6 million

Stated Minimum Account Size

$500,000

Fee Disclosure

Source: LLFA FORM ADV PART 2 A & B (2026-04-06) · View brochure text

Estimated Annual Advisory Fees

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets

99.32%

Number of High-Net-Worth Clients

51

Total Client Accounts

108

Discretionary Accounts

104

Non-Discretionary Accounts

4

Services Offered

Services: Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number

169980

• LLFA FORM ADV PART 2 A & B (2026-04-06) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions