LIBERTY FINANCIAL GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$194,317,321
Discretionary
$192,878,837
Non-discretionary
$1,438,484
Firm details
- CRD number
- 111272
- SEC file number
- 801-124940
- Main office
- ELM GROVE, WI, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.