Overview
Assets Under Management: $161 million
Headquarters: ASHLAND, OH
High-Net-Worth Clients: 1
Average Client Assets: $122 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.77
Average High-Net-Worth Client Assets: $122 million
Total Client Accounts: 1,004
Discretionary Accounts: 1,004
Regulatory Filings
CRD Number: 117665
Filing ID: 1980869
Last Filing Date: 2025-04-18 12:02:00
Website: https://livelsbergerfinancial.com