LIBERTY FINANCIAL GROUP, INC.

Company Profile

As of Date 03/30/2026
Websites
AUM* 194,317,321 70%
of that, discretionary 192,878,837 70%
Number of Employees 6 -25%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 253,678 36%
High Net Worth 11.76% -13%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

193M 165M 138M 110M 83M 55M 28M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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