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LIVIAN & CO.

NEW YORK, NY · CRD 153771 · IAPD ↗ · livianco.com · (212) 319-8900

$152.9MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
3Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2024 — LIVIAN & CO. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.