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LIBERTY FINANCIAL GROUP, INC.

Tel: 262-785-1377
13150 Watertown Plank Rd
Suite 203
Elm Grove, Wisconsin  53122

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LIBERTY FINANCIAL GROUP, INC.

LIBERTY FINANCIAL GROUP, INC. is a Elm Grove, Wisconsin based financial advisory firm with nearly $125,162,344 in assets under management and provides investment advisory services for 639 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

111272

SEC#:

801-124940

No. of Clients:

639

Assets under Management

$125,162,344

No. of Advisors:

6

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