Livingston Group Asset Management is an investment advisor in Chattanooga with $729.56 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
582571803
SEC advisor number
801-60356
FINRA CRD number
113364
AUM ?
$729.56 mm
(as of 23 Mar 22)
Accounts
3,003
(as of 23 Mar 22)
Employees
19
(5 investment advisory or research)
Address
Livingston Group Asset Management
100 WEST MLK BLVD
STE 300
CHATTANOOGA
TN 37402
100 WEST MLK BLVD
STE 300
CHATTANOOGA
TN 37402
Office hours
Monday - Friday, 8:00 A.M. - 4:30 P.M.
Phone
423-664-4509
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Woods, James, Wallace | Senior Investment Advisor | 11/2011 | 10-25% |
Mooney, Michael, Jeremiah | Shareholder | 01/2016 | 5-10% |
Woods, John, Justin | Shareholder - Under Receivership | 02/2018 | 50-75% |
Greene, Jennifer Rebecca | Chief Compliance Officer / Manager | 07/2018 | < 5% |
Wilson, James, Arthur | Manager | 02/2012 | < 5% |
Levesque, Conrad, Brian | Manager | 10/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22
13F-HR
Quarterly holdings report by institutional manager
14 Oct 21
13F-HR
Quarterly holdings report by institutional manager
22 Jul 21
13F-HR
Quarterly holdings report by institutional manager
12 Apr 21
13F-HR
Quarterly holdings report by institutional manager
13 Jan 21
13F-HR
Quarterly holdings report by institutional manager
20 Oct 20
13F-HR
Quarterly holdings report by institutional manager
22 Jul 20
13F-HR
Quarterly holdings report by institutional manager
13 Apr 20
13F-HR
Quarterly holdings report by institutional manager
16 Jan 20