| As of Date | 03/23/2026 |
| Registration | SEC, Approved, 05/17/2016 |
|
|
|
| ADV Location | CONCORD, MA, United States |
| Contact Info | 978 xxxxxxx |
| Websites |
| AUM* | 1,434,891,449 14% |
| of that, discretionary | 1,380,365,573 16% |
| Number of Employees | 36 16% |
| of those in investment advisory functions | 30 |
| Private Fund GAV* | 0 |
| Avg Account Size | 330,620 6% |
| % High Net Worth | 32.38% -2% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name LARRY LIBERFARB, P.C., | Filing Date10/06/2025 | Form ADV-E View Report |
| Accounting Firm Name LARRY D. LIBERFARB, P.C., CERTIFIED PUBLIC ACCOUNTANTS | Filing Date09/25/2024 | Form ADV-E View Report |
| Accounting Firm Name LARRY D. LIBERFARB, CPA | Filing Date10/24/2023 | Form ADV-E View Report |