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Building 2LIBERTY WEALTH MANAGERS

Map pinNEW YORK, NY
Phone267-864-8259
NotebookSEC #801-126337
Total AUM
$59.9M
Employees
2
Clients
114

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1185 AVENUE OF THE AMERICAS
3RD FLOOR
NEW YORK
NY 10036
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
267-864-8259
Other Offices
2

ReceiptFinancials

Total AUM
$59.9M
Accounts
122
Discretionary
$0
Accounts
0
Non-Discretionary
$59.9M
Accounts
122

ContactClients

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Individual Clients
90
AUM
$31.3M
HNW Individual Clients
24
AUM
$28.5M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SETUP FEES PAID ON TRANSFER OF ASSETS FROM PRODUCT PROVIDER

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAMINHNJNYOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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