LIQUID STRATEGIES, LLC
Total AUM
$1.4B
Employees
13Clients
22Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3550 LENOX ROAD NE
SUITE 2550
ATLANTA
GA 30326
United States
SUITE 2550
ATLANTA
GA 30326
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
800-970-2725
Other Offices
2
Financials
Total AUM
$1.4B
Accounts
22Discretionary
$1.4B
Accounts
22Non-Discretionary
$0
Accounts
0
Clients
Investment Company Clients
11AUM
$1.1B
Pooled Vehicle Clients
2AUM
$73.2M
Investment Advisor Clients
2AUM
$202M
Other Clients
7AUM
$102.1M
Description of Other Clients
FIRM ASSETS, FAMILY OFFICE
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementOther Services
Other Services
SUB ADVISOR FOR OTHER INVESTMENT ADVISORA
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
GATX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.