LAVIEN ADVISORS, LLC

JEFFERSONVILLE, New York·3 registered advisors·CRD# 292378
SEC# 802-1301290212-418-1700
01

Firm Overview

AUM
$271M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at LAVIEN ADVISORS, LLC

3 registered advisors
Brian Gene Bytof
NEW YORK, New York
Michael Anthony Huber
JEFFERSONVILLE, New York
Susan Fung Yee
JEFFERSONVILLE, New York
05

Office Locations

JEFFERSONVILLE, New York
2 advisors
NEW YORK, New York
1 advisor

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Data sourced from SEC Form ADV filings. LAVIEN ADVISORS, LLC (CRD# 292378) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.