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Building 2LIBERTY FINANCIAL GROUP, INC.

Map pinELM GROVE, WI
Phone262-785-1377
NotebookSEC #801-124940
Total AUM
$194.3M
Employees
5
Clients
238

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13150 WATERTOWN PLANK RD
SUITE 203
ELM GROVE
WI 53122
United States
Operating Hours
8:30 A.M. - 5 P.M.
Monday - Friday
Phone
262-785-1377

ReceiptFinancials

Total AUM
$194.3M
Accounts
766
Discretionary
$192.9M
Accounts
745
Non-Discretionary
$1.4M
Accounts
21

ContactClients

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Individual Clients
210
AUM
$116M
HNW Individual Clients
28
AUM
$78.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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