RIA Intel›Advisers›California›LIBERTY BENEFITS GROUP, LLC

LIBERTY BENEFITS GROUP, LLC

Advisory

IRVINE, CA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in CA

#4,592

of 5,480 advisers by AUM

Average account

$208K

across 55 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients55

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

55 clients

The full client-type breakdown and the share of AUM each category represents.

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