Liberty Wealth Management, LLC
Liberty Wealth Management, LLC (CRD# 317185) is a financial advisory firm headquartered in Hilton Head Island, SC. They manage $38,792,845 in 113 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management39MILLION
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Total Number of Accounts113ACCOUNTS
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Average Account Value$343,300
Compensation Options
- A percentage of assets under your management
- 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)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, SC, TX
Financial Advisors at Liberty Wealth Management, LLC
1
Ronald Latin (CRD# 1151848) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Hilton Head Island, SC and has over 29 years of experience in the finance industry.
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