1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LIBERTY PRIVATE CLIENT, LLC

Map pinFORT MYERS, FL
Phone239-275-2538
NotebookSEC #801-119011
Total AUM
$246.9M
Employees
4
Clients
111

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5237 SUMMERLIN COMMONS BLVD
#319
FORT MYERS
FL 33907
United States
Operating Hours
8:30-5
Monday - Friday
Phone
239-275-2538
Other Offices
1

ReceiptFinancials

Total AUM
$246.9M
Accounts
292
Discretionary
$246.9M
Accounts
292
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
66
AUM
$20M
HNW Individual Clients
45
AUM
$226.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLPA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account