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Building 2LIBERTY FINANCIAL GROUP, INC.

Map pinELM GROVE, WI
Phone262-785-1377
NotebookSEC #801-57657
Total AUM
$71.8M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 PILGRIM PKWY
SUITE 300
ELM GROVE
WI 53122-2063
United States
Operating Hours
8:30 A.M. - 5 P.M.
Monday - Friday
Phone
262-785-1377

ReceiptFinancials

Total AUM
$71.8M
Accounts
173
Discretionary
$66.3M
Accounts
157
Non-Discretionary
$5.5M
Accounts
16

ContactClients

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None reported

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTXWI

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

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