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Building 2LIBERTY SQUARE WEALTH PARTNERS LLC

Map pinBETHLEHEM, PA
Phone(610) 865-5803
NotebookSEC #801-130895
Total AUM
$567.8M
Employees
6
Clients
626

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1525 VALLEY CENTER PKWY
SUITE 120
BETHLEHEM
PA 18017
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(610) 865-5803
Other Offices
2

ReceiptFinancials

Total AUM
$567.8M
Accounts
1,668
Discretionary
$567.8M
Accounts
1,668
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
475
AUM
$155.4M
HNW Individual Clients
145
AUM
$407.7M
Charitable Organization Clients
1
AUM
$978.7K
Corporation or Business Clients
5
AUM
$3.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMDNCNENJNYPASCTXVA

HandshakeAffiliates

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

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