← Back to searchVisit website
LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC
CRD 169980 · SEC 801-79372
450 7TH AVENUE, SUITE 801, NEW YORK, NY, 10123, United States
Phone
212-319-8903
Fax
212-319-8905
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$84.2M
Discretionary AUM
$80.1M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Portfolio management (individuals)CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 51 | $83.6M |
| Corporations/business entities | 2 | $574K |
States served
CA, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD