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Home > Retirement Planners > wisconsin > elm grove > LIBERTY FINANCIAL GROUP, INC.
LIBERTY FINANCIAL GROUP, INC.
13150 Watertown Plank Rd
Suite 203
Elm Grove, Wisconsin 53122
Tel: 262-785-1377
About LIBERTY FINANCIAL GROUP, INC.
LIBERTY FINANCIAL GROUP, INC, formally registered with the SEC as LIBERTY FINANCIAL GROUP, INC. The firm was established in 05/04/2022. They have over 1 offices throughout the country.
LIBERTY FINANCIAL GROUP, INC. is a Elm Grove, Wisconsin based Financial Planning firm with nearly $125,162,344 assets under management, offering retirement planning & investment advisory services to 639 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111272 |
| SEC# | 801-124940 |
| Assets Managed by Firm | $125,162,344 |
| No. of Clients | 639 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 639 | $125,162,344 |
| Individuals (other than high net worth individuals) | 170 | $68,792,651 |
| High net worth individuals | 26 | $56,369,693 |
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