Investment adviser · CRD 328514

LIBERTY BELL FINANCIAL GROUP LLC

Investment adviser filing (IA)

CHICO, CA, United States · Form ADV filed Oct 24, 2023

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

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: Oct 24, 2023. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets

Principal office

434 BROADWAY STREET, #100
CHICO, CA, 95928, United States

CRD 328514

Filing source

Form ADV 1795564 · Oct 24, 2023 · 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.