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Building 2LIBERTY ATLANTIC ADVISORS

Map pinFLORENCE
Phone(720) 655-7510
NotebookSEC #801-132006
Total AUM
$185.8M
Employees
8
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
VIA SENESE, 34
FLORENCE
50124
Italy
Operating Hours
BY APPT ONLY
BY APPT ONLY
Phone
(720) 655-7510
Other Offices
3

ReceiptFinancials

Total AUM
$185.8M
Accounts
443
Discretionary
$184.6M
Accounts
438
Non-Discretionary
$1.2M
Accounts
5

ContactClients

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Individual Clients
76
AUM
$37.8M
HNW Individual Clients
61
AUM
$145.4M
Charitable Organization Clients
1
AUM
$2.3M
Corporation or Business Clients
1
AUM
$261.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Felony Conviction
State Registrations
CAFLTXWA

HandshakeAffiliates

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

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