|
⚲
|
| Liberty Financial Group Inc
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|
|
|---|---|
| CRD # | 111272 |
| SEC # | 801-124940 |
| CIK # | 0002058444 |
| AUM | $125.2 M (2025-01-23) |
| Employees | 6 (17% Investors, 0% Brokers) |
| Phone | 262-785-1377 |
| Address | 13150 Watertown Plank Rd Elm Grove, WI 53122 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 170 | 68.8 |
| (b) Individuals (high net worth individuals) | 26 | 56.4 |
| (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 | 639 | 125.2 |
| By Discretionary | ||
| Discretionary | 624 | 124.3 |
| Non-Discretionary | 15 | 0.9 |
| Total | 639 | 125.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.2 | |
| Total | 639 | 125.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0002058444] |
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