Livingston & Associates, Ltd.
Firm details
- Headquarters
- ,
- CRD number
- 122011
- Website
- www.financialwealth.org
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI70.77%
- Individuals29.23%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Livingston & Associates, Ltd. operates as an independent registered investment advisor (RIA) and primarily focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a corporation and is owned by an individual. While it does not engage in capital allocation or act as a pension consultant, it does serve as an insurance broker. The firm employs a diverse fee structure that includes a percentage of assets under management (AUM), hourly charges, fixed fees, and commissions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Cash & Cash Equivalents40%
Contacts
1 of 1Gregory Livingston
President And PrincipalCRD 4334110
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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