CRD: 169980
Lehmann, Livian, Fridson Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-03-2014
- Office Locations
- 1
Office Locations
About Lehmann, Livian, Fridson Advisors, LLC
Lehmann, Livian, Fridson Advisors is a New York-based RIA focused on income investing—building personalized, tax-aware portfolios designed to generate retirement income and help protect purchasing power against inflation. The team emphasizes investor education for clients, spouses, and children and publishes quarterly webcasts. Serves both retail and institutional relationships and works with custodians such as Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between May 1, 2025 and April 30, 2026, reported AUM increased 25.1%, from $67.3M to $84.2M.
Across 5 reported observations, AUM decreased 4.8% between March 30, 2022 and April 30, 2026, from $88.4M to $84.2M.
Of the latest reported AUM, 95.1% is discretionary and 4.9% is non-discretionary.
The firm reports 2 advisory representatives and 53 clients, or 26.5 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on April 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Lehmann, Livian, Fridson Advisors, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Lehmann, Livian, Fridson Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARTIN STEVEN FRIDSON
Chief Investment Officer
- CRD
- #828290
- Ownership
- Less than 5%
MICHAEL MOSHE LIVIAN
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #4537297
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,084,655 | $770,045 |
| Non-Discretionary | $4,096,277 | $1,024,069 |
| Total | $84,180,932 | $779,453 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Lehmann, Livian, Fridson Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.