|
⚲
|
| Livelsberger Lynn Louis
✚
|
|
|---|---|
| CRD # | 117665 |
| SEC # | 801-118391 |
| CIK # | |
| AUM | $160.0 MM (2023-02-28) |
| Employees | 5 (20% Investors, 20% Brokers) |
| Phone | 419-289-7165 |
| Address | 122 West Washington Street Ashland, OH 44805 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 548 | 127.3 |
| (b) Individuals (high net worth individuals) | 13 | 23.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 6.9 |
| (h) Charitable organizations | 1 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 568 | 160.0 |
| By Discretionary | ||
| Discretionary | 562 | 153.2 |
| Non-Discretionary | 6 | 6.9 |
| Total | 568 | 160.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.0 | |
| Total | 568 | 160.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Urban Wealth Management Group LLC
✚
|
CA | 0.2 |
|
Sage Financial Advisors Inc
✚
|
AZ | 0.2 |
|
Lesa Sroufe & Company Inc
✚
|
WA | 0.2 |
|
Saybrook Wealth Group Inc
✚
|
CT | 0.2 |
|
Strategic Research & Management Corp
✚
|
OR | 0.2 |
|
Endeavor Wealth Advisors LLC
✚
|
OH | 0.2 |
|
O'Connor Financial Group LLC
✚
|
IL | 0.2 |
|
Oneamerica Securities Inc
✚
|
IN | 0.2 |
|
Macroclimate LLC
✚
|
CA | 0.2 |
|
Sensenig Capital Advisors Inc
✚
|
PA | 0.2 |