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Livelsberger, Lynn Louis

● SEC registered since 2020CRD 117665SEC# 801-118391Ashland, OH
Export (members)
Reg. AUM
$160.9M
Employees
5
Accounts
1,004
Location
Ashland, OH

Livelsberger, Lynn Louis assets under management

Livelsberger, Lynn Louis is an investment advisory firm registered with the SEC based in Ashland, OH. The firm has been registered since 2020. It reports $160.9 million in regulatory assets under management and employs 5 people.
www.livelsbergerfinancial.comView on SEC.gov ↗

Livelsberger, Lynn Louis owners & executives

1 reported
NameTitleOwnershipSince
Lynn Louis Livelsberger ControlOwner/Chief Compliance OfficerOver 75%1990

Frequently asked questions

How much does Livelsberger, Lynn Louis manage?

Livelsberger, Lynn Louis reports $160.9 million in regulatory assets under management on its Form ADV.

How many employees does Livelsberger, Lynn Louis have?

Livelsberger, Lynn Louis reports 5 employees.

Where is Livelsberger, Lynn Louis located?

Livelsberger, Lynn Louis is based in Ashland, OH and has been SEC-registered since 2020.

Does Livelsberger, Lynn Louis disclose fund performance?

Livelsberger, Lynn Louis is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address122 West Washington Street, Suite D, Ashland, OH 44805
Phone419-289-7165
Fax419-281-2108
Office hours9:00a.m. To 4:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK80164082
Discloses disciplinary historyNo

Assets under management

Discretionary$160.9M
Non-discretionary$0
Total (RAUM)$160.9M