LIBERTY PRIVATE CLIENT, LLC

5237 Summerlin Commons Blvd
#319
Fort Myers, Florida 33907
Tel: 239-275-2538

About LIBERTY PRIVATE CLIENT, LLC

LIBERTY PRIVATE CLIENT, LLC, formally registered with the SEC as LIBERTY PRIVATE CLIENT, LLC. The firm was established in 07/01/2020. They have over 2 offices throughout the country.

LIBERTY PRIVATE CLIENT, LLC is a Fort Myers, Florida based Financial Planning firm with nearly $220,031,160 assets under management, offering retirement planning & investment advisory services to 289 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305130
SEC#	801-119011
Assets Managed by Firm	$220,031,160
No. of Clients	289
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	289	$220,031,160
Individuals (other than high net worth individuals)	71	$24,831,062
High net worth individuals	35	$195,200,098

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