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LIVELSBERGER, LYNN LOUIS

dba LIVELSBERGER FINANCIAL ADVISORY · CRD 117665 · Registered Investment Adviser

LIVELSBERGER, LYNN LOUIS is a Registered Investment Adviser headquartered in ASHLAND, OH. The firm reports $176,353,803 in regulatory assets under management across 380 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$173,989,082
Non-discretionary$2,364,721
Total RAUM$176,353,803
Accounts380

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 117665. adviserinfo.sec.gov/firm/summary/117665.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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