RIA Intel›Advisers›California›LIBERTY ADVISORY SERVICES, LLC

LIBERTY ADVISORY SERVICES, LLC

Advisory

N·SANTA ANA, CA

Data as of Apr 26, 2012 · Source: SEC Form ADV

Total AUM
$36M
1-Year AUM Growth
0.0%
3-Year CAGR
+10.6%
Employees
0
Assets Under Management
Total AUM$36M
Discretionary AUM$0
Non-Discretionary AUM$36M
Discretionary %0%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record11
First FilingOct 14, 2008
Latest FilingApr 26, 2012
🔒 Full AUM trend chart and 11 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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