Investment adviser · CRD 147533

LIBERTY ADVISORY SERVICES, LLC

Investment adviser filing (IA)

SANTA ANA, CA, United States · Form ADV filed Apr 26, 2012

Regulatory AUM
$36M
Form ADV · Item 5.F
Client accounts
118
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 26, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

1811 EAST GARRY AVENUE
SANTA ANA, CA, 92705, United States

CRD 147533

Filing source

Form ADV 643261 · Apr 26, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.