Overview
Assets Under Management: $153 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 47
Average Client Assets: $2.2 million
Frequently Asked Questions
LIVIAN & CO. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153771), LIVIAN & CO. is subject to fiduciary duty under federal law.
LIVIAN & CO. is headquartered in NEW YORK, NY.
LIVIAN & CO. serves 47 high-net-worth clients according to their SEC filing dated April 30, 2026. View client details ↓
According to their SEC Form ADV, LIVIAN & CO. offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
LIVIAN & CO. manages $153 million in client assets according to their SEC filing dated April 30, 2026.
According to their SEC Form ADV, LIVIAN & CO. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.97%
Average Client Assets: $2.2 million
Total Client Accounts: 131
Discretionary Accounts: 120
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 153771
Filing ID: 2101400
Last Filing Date: 2026-04-30 09:42:51