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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Livelsberger Lynn Louis
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|---|---|
| CRD # | 117665 |
| SEC # | 801-118391 |
| CIK # | 0080164082 |
| AUM | $160.9 M (2025-04-18) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 419-289-7165 |
| Address | 122 West Washington Street Ashland, OH 44805 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 353 | 121.9 |
| (b) Individuals (high net worth individuals) | 14 | 28.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 8.4 |
| (h) Charitable organizations | 3 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,004 | 160.9 |
| By Discretionary | ||
| Discretionary | 1,004 | 160.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,004 | 160.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.9 | |
| Total | 1,004 | 160.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gasaway Investment Advisors Inc
✚
|
MI | 0.2 |
|
JMS Capital Group Wealth Services LLC
✚
|
PA | 0.2 |
|
Brown Capital Management LLC
✚
|
AR | 0.2 |
|
Pittsburgh Financial Planners Inc
✚
|
PA | 0.2 |
|
Skybound Wealth Management USA LLC
✚
|
TX | 0.2 |
|
SMB Financial Services Inc
✚
|
OR | 0.2 |
|
Amuni Financial Inc
✚
|
FL | 0.2 |
|
Oceanside Advisors LLC
✚
|
SC | 0.2 |
|
Networth Advisors LLC
✚
|
PA | 0.2 |
|
High Plains Investment Advisors Inc
✚
|
TX | 0.2 |