LIQUID STRATEGIES, LLC

3550 Lenox Road Ne
Suite 2550
Atlanta, Georgia 30326
Tel: 800-970-2725

About LIQUID STRATEGIES, LLC

LIQUID STRATEGIES, LLC, formally registered with the SEC as LIQUID STRATEGIES, LLC. The firm was established in 02/24/2014. They have over 4 offices throughout the country.

LIQUID STRATEGIES, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $522,670,737 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170107
SEC#	801-79222
Assets Managed by Firm	$522,670,737
No. of Clients	14
No. of Advisors	15

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Other (SUB ADVISOR FOR OTHER INVESTMENT ADVISORA)

Firm Client Information

	No. of Clients	AUM
Firm Total	14	$522,670,737

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