Liberty Advisory Services, LLC

Liberty Advisory Services, LLC (CRD# 147533) is a financial advisory firm headquartered in Santa Ana, CA. They manage $43,470,444 in 127 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $342,287
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Liberty Advisory Services, LLC
No Advisor Found.
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