Overview
Assets Under Management: $143 million
Headquarters: STAMFORD, CT
High-Net-Worth Clients: 52
Average Client Assets: $1.8 million
Frequently Asked Questions
LIBERTY WEALTH ADVISORS, LLC 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 #161997), LIBERTY WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
LIBERTY WEALTH ADVISORS, LLC is headquartered in STAMFORD, CT.
LIBERTY WEALTH ADVISORS, LLC serves 52 high-net-worth clients according to their SEC filing dated March 27, 2018. View client details ↓
According to their SEC Form ADV, LIBERTY WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
LIBERTY WEALTH ADVISORS, LLC manages $143 million in client assets according to their SEC filing dated March 27, 2018.
According to their SEC Form ADV, LIBERTY WEALTH ADVISORS, LLC 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: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.71%
Average Client Assets: $1.8 million
Total Client Accounts: 380
Discretionary Accounts: 20
Non-Discretionary Accounts: 360
Regulatory Filings
CRD Number: 161997
Filing ID: 1165258
Last Filing Date: 2018-03-27 18:01:00