LIBERTY PRIVATE CLIENT, LLC
  • LIBERTY PRIVATE CLIENT, LLC

Adviser Profile

As of Date 11/07/2025
Registration status Terminated
ADV Location FORT MYERS, FL, United States
Contact Info 239 xxxxxxx
Websites
AUM* 246,903,131 12%
of that, discretionary 246,903,131 12%
Number of Employees 4
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 845,559 11%
% High Net Worth 40.54% 23%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

247M 212M 176M 141M 106M 71M 35M
2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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