Liberty Advisory Services, LLC
Liberty Advisory Services, LLC (CRD# 147533) is a financial advisory firm headquartered in Santa Ana, CA. They manage $45,460,727 in 83 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Liberty Advisory Services, LLC
By the Numbers
-
Total Assets Under Management45MILLION
-
Total Number of Accounts83ACCOUNTS
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Average Account Value$547,720
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
- Other
Types of Clients
Registered States
Registered Investment Advisor
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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