CRD: 169980
Lehmann, Livian, Fridson Advisors, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Ridge vitalRidge matrix +more
- 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.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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%
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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 |
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Separately Managed Accounts
Total SMA Asset: $84,180,932
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $705,189,601 | 20.0% |
| Public Funds | $726,345,289 | 20.6% |
| Cash | $232,712,568 | 6.6% |
| U.S. Government/Agency | $768,656,665 | 21.8% |
| Corporate - Investment Grade | $659,352,277 | 18.7% |
| Corporate - Non-Investment Grade | $433,691,603 | 12.3% |
| Total | $3,525,948,003 | 100.0% |