Liberty Advisers Inc.
Firm details
- Headquarters
- ,
- CRD number
- 281233
- Website
- libertyadvisers.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.65%
- Individuals42.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Liberty Advisers Inc. is an independent registered investment advisor that focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm operates as a domestic entity and is structured as a corporation. Liberty Advisers Inc. serves a client base primarily composed of individuals and families, offering a range of services that includes pension consulting and the selection of other advisers. The firm is also involved in educational seminars and workshops, enhancing its commitment to client education and engagement.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Cash & Cash Equivalents34%
- Non-Exchange Traded Equities5%
- State & Local Bonds1%
Contacts
3 of 5Diane Reha
Executive AssistantCRD 5346155
Sharron Stock
ShareholderCRD 6677797
Craig Douglas
ShareholderCRD 6677805
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations