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- Custodian
- Fidelity/NFS ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- RadialVector focus +more
- Established Date
- 05-04-2010
- Office Locations
- 2
Office Locations
About Livian & Co.
LIVIAN & CO. is a New York-based RIA providing wealth planning and discretionary portfolio management for entrepreneurs/business owners, busy professionals, and women in transition, with a focus on converting liquidity into long-term legacy planning. Portfolios lean on ETFs and public funds alongside cash and U.S. government/agency bonds; custody includes Fidelity/NFS.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL MOSHE LIVIAN
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #4537297
- Ownership
- 75% or more
ALBERTO ISAAC KAMKHAJI
--
- CRD
- --
- Ownership
- 5% but less than 10%
Zenith peak
Vertex atlas atlas
- CRD
- #43722
- Ownership
- 42.0%
Showing 2 of 3 owners & executives
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PERLA B. GLANZBERG
Financial Advisor, General Partner
- CRD
- #4380054
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,820,238 | $1,065,169 |
| Non-Discretionary | $25,061,080 | $2,278,280 |
| Total | $152,881,318 | $1,167,033 |
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Separately Managed Accounts
Total SMA Asset: $147,931,056
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,234,463,089 | 27.4% |
| Equity - Exchange | $1,761,474,552 | 21.6% |
| U.S. Government/Agency | $2,568,817,054 | 31.5% |
| Cash | $1,590,220,081 | 19.5% |
| Total | $8,154,974,776 | 100.0% |