LIBERTY WEALTH MANAGERS

1185 Avenue Of The Americas
3rd Floor
New York, New York 10036
Tel: 267-864-8259

About LIBERTY WEALTH MANAGERS

LIBERTY WEALTH MANAGERS, formally registered with the SEC as LIBERTY WEALTH MANAGERS. The firm was established in 12/09/2022. They have over 3 offices throughout the country.

LIBERTY WEALTH MANAGERS is a New York, New York based Financial Planning firm with nearly $58,266,455 assets under management, offering retirement planning & investment advisory services to 130 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	322131
SEC#	801-126337
Assets Managed by Firm	$58,266,455
No. of Clients	130
No. of Advisors	2

Fee Structure

A percentage of AUM
Other (SETUP FEES PAID ON TRANSFER OF ASSETS FROM PRODUCT PROVIDER)

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	130	$58,266,455
Individuals (other than high net worth individuals)	97	$25,991,113
High net worth individuals	25	$32,275,342

More Retirement Planning firms in New York, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

Explore More Retirement Advisors in New York, New York

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.