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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Liberty Atlantic Advisors LLC
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| CRD # | 327738 |
| SEC # | 801-132006 |
| CIK # | |
| AUM | $125.0 M (2025-06-17) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 720-655-7510 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 32.4 |
| (b) Individuals (high net worth individuals) | 40 | 92.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 314 | 125.0 |
| By Discretionary | ||
| Discretionary | 314 | 125.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 314 | 125.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 79.2 | |
| United States Persons | 45.8 | |
| Total | 314 | 125.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Paramount Associates Wealth Management LLC
✚
|
CO | 0.1 |
|
First Source Investment Partners LLC
✚
|
CO | 0.1 |
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Ramsey Hill Asset Management LLC
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|
0.1 | |
|
Complete Wealth Management LLC
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|
0.1 | |
|
Watkinson Capital Advisors LLC
✚
|
PA | 0.1 |
|
Storms & Rowdon Financial Services Inc
✚
|
FL | 0.1 |
|
Steven Charles Capital Ltd
✚
|
NY | 0.1 |
|
Equity Advisors of Kentucky Inc
✚
|
KY | 0.1 |
|
FIEN Capital Management LLC
✚
|
NY | 0.1 |
|
East Coast Wealth Management Inc
✚
|
NJ | 0.1 |