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Lehmann, Livian, Fridson Advisors, LLC
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Lehmann, Livian, Fridson Advisors, LLC Share
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Overview Share
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New York, New York
$80.4 million AUM
1 office

Lehmann, Livian, Fridson Advisors, LLC is based in New York, New York and has $80.4 million in assets under management.

Location
450 7th Avenue
Suite 801
New York, NY 10123
$80.4 million
AUM
2
Employees
AUM Share
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$80,377,002
Assets under management
79 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
High net worth individuals 52 $79,972,855 99% $1,537,940
Other corporations or businesses 1 $404,147 1% $404,147
Employees Share
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2
Employees
2
Investment analysts
100% of total employees
AUM per employee Share
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$80,377,002
Assets under management
$40,188,501
AUM per employee
$40,188,501
AUM per investment analyst
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Compensation

Lehmann, Livian, Fridson Advisors, LLC makes money through the following ways:

  • Percentage of AUM
Services offered

Lehmann, Livian, Fridson Advisors, LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Consulting services
Firm data Share
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CRD number 169,980
SEC number 801-79372
Legal structure Limited Liability Company
Legal governance New York, United States
Latest ADV filing date March 27, 2020

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