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Building 2LIBERTY WEALTH ADVISORS, LLC

Map pinSTAMFORD, CT
Phone203-323-6666
NotebookSEC #801-76718
Total AUM
$184.3M
Employees
4
Clients
197

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
707 SUMMER STREET
4TH FLOOR
STAMFORD
CT 06901
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
203-323-6666

ReceiptFinancials

Total AUM
$184.3M
Accounts
439
Discretionary
$32M
Accounts
49
Non-Discretionary
$152.3M
Accounts
390

ContactClients

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Individual Clients
119
AUM
$27.4M
HNW Individual Clients
76
AUM
$148.6M
Pension/Profit Sharing Plan Clients
1
AUM
$7.2M
Charitable Organization Clients
1
AUM
$1.2M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNHNJNYRI

HandshakeAffiliates

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

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