L
$19.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2002
- Office Locations
- 1
Office Locations
-- Edwardsville IL
About Livingston & Associates, Ltd.
Livingston & Associates, Ltd. is a Wildwood-based RIA. The firm has been operating for 24 years. Managing $19.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$19.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
24.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GREGORY JAY LIVINGSTON
President, Principal
- CRD
- #4334110
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $19,000,000 | -- |
| Total | $19,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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