Overview
Assets Under Management: $186 million
High-Net-Worth Clients: 61
Average Client Assets: $2 million
Frequently Asked Questions
LIBERTY ATLANTIC ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #327738), LIBERTY ATLANTIC ADVISORS is subject to fiduciary duty under federal law.
LIBERTY ATLANTIC ADVISORS serves 61 high-net-worth clients according to their SEC filing dated February 09, 2026. View client details ↓
According to their SEC Form ADV, LIBERTY ATLANTIC ADVISORS offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
LIBERTY ATLANTIC ADVISORS manages $186 million in client assets according to their SEC filing dated February 09, 2026.
According to their SEC Form ADV, LIBERTY ATLANTIC ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.25
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 443
Discretionary Accounts: 438
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 327738
Filing ID: 2051529
Last Filing Date: 2026-02-09 10:00:46