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LIBERTY WEALTH MANAGEMENT, LLC
Tel: 510-658-1880
411 30th Street 2nd Floor
Oakland, California 94609
LIBERTY WEALTH MANAGEMENT, LLC
LIBERTY WEALTH MANAGEMENT, LLC is a Oakland, California based financial advisory firm with nearly $1,222,778,986 in assets under management and provides investment advisory services for 3414 clients. There are currently 22 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops , Other (THIRD-PARTY MANAGEMENT PROGRAM)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (THIRD-PARTY MANAGEMENT PROGRA
Firm CRD#:
286001
SEC#:
801-112351
No. of Clients:
3414
Assets under Management
$1,222,778,986
No. of Advisors:
22
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