LIVINGSTON & JEFFERSON INC
CRD #107044 SEC #801-39831 CINCINNATI, OH 513-852-8160
SEC Registered
Total AUM
$51.6M
Discretionary
$51M
Employees
4
Clients
--
Accounts
25
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $51.6M | $51M | $596.4K | 4 | 0 |
| May 2020 | $51.6M | $51M | $596.4K | 4 | 0 |
| Mar 2020 | $51.6M | $51M | $596.4K | 4 | 0 |
| Mar 2019 | $186.8M | $41.6M | $145.2M | 4 | 0 |
| Mar 2018 | $194.4M | $44M | $150.4M | 5 | 0 |
| Mar 2017 | $167.9M | $40.1M | $127.8M | 4 | 11 |
| Mar 2016 | $155.4M | $39.7M | $115.7M | 4 | 11 |
| Mar 2015 | $163.9M | $40.6M | $123.2M | 4 | 26 |
| Mar 2014 | $152M | $38.9M | $113.1M | 4 | 11 |
| Mar 2013 | $131.6M | $32.4M | $99.2M | 4 | 11 |
| Mar 2012 | $117.5M | $29.8M | $87.7M | 1 | 11 |
| Mar 2010 | $110.1M | $37M | $73.1M | 5 | -- |
| Oct 2009 | $104.4M | $36.9M | $67.6M | 5 | -- |
| Feb 2009 | $110M | $40M | $70M | 5 | -- |
| Jan 2008 | $159.3M | $53M | $106.3M | 5 | -- |
| Mar 2007 | $147.8M | $49M | $98.8M | 5 | -- |
| Mar 2006 | $134.2M | $43.6M | $90.6M | 5 | -- |
| Dec 2005 | $131.5M | $42.9M | $88.6M | 5 | -- |
| Mar 2002 | $102.9M | $24.2M | $78.7M | 5 | -- |
DateJun 2020
Total AUM$51.6M
Discretionary$51M
Non-Disc.$596.4K
Employees4
Clients0
DateMay 2020
Total AUM$51.6M
Discretionary$51M
Non-Disc.$596.4K
Employees4
Clients0
DateMar 2020
Total AUM$51.6M
Discretionary$51M
Non-Disc.$596.4K
Employees4
Clients0
DateMar 2019
Total AUM$186.8M
Discretionary$41.6M
Non-Disc.$145.2M
Employees4
Clients0
DateMar 2018
Total AUM$194.4M
Discretionary$44M
Non-Disc.$150.4M
Employees5
Clients0
DateMar 2017
Total AUM$167.9M
Discretionary$40.1M
Non-Disc.$127.8M
Employees4
Clients11
DateMar 2016
Total AUM$155.4M
Discretionary$39.7M
Non-Disc.$115.7M
Employees4
Clients11
DateMar 2015
Total AUM$163.9M
Discretionary$40.6M
Non-Disc.$123.2M
Employees4
Clients26
DateMar 2014
Total AUM$152M
Discretionary$38.9M
Non-Disc.$113.1M
Employees4
Clients11
DateMar 2013
Total AUM$131.6M
Discretionary$32.4M
Non-Disc.$99.2M
Employees4
Clients11
DateMar 2012
Total AUM$117.5M
Discretionary$29.8M
Non-Disc.$87.7M
Employees1
Clients11
DateMar 2010
Total AUM$110.1M
Discretionary$37M
Non-Disc.$73.1M
Employees5
Clients--
DateOct 2009
Total AUM$104.4M
Discretionary$36.9M
Non-Disc.$67.6M
Employees5
Clients--
DateFeb 2009
Total AUM$110M
Discretionary$40M
Non-Disc.$70M
Employees5
Clients--
DateJan 2008
Total AUM$159.3M
Discretionary$53M
Non-Disc.$106.3M
Employees5
Clients--
DateMar 2007
Total AUM$147.8M
Discretionary$49M
Non-Disc.$98.8M
Employees5
Clients--
DateMar 2006
Total AUM$134.2M
Discretionary$43.6M
Non-Disc.$90.6M
Employees5
Clients--
DateDec 2005
Total AUM$131.5M
Discretionary$42.9M
Non-Disc.$88.6M
Employees5
Clients--
DateMar 2002
Total AUM$102.9M
Discretionary$24.2M
Non-Disc.$78.7M
Employees5
Clients--