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LIBERTY FINANCIAL GROUP, INC.
CRD 111272 · SEC 801-124940
13150 WATERTOWN PLANK RD, SUITE 203, ELM GROVE, WI, 53122, United States
Phone
262-785-1377
Fax
262-785-6655
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$194.3M
Discretionary AUM
$192.9M
Team
5 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 210 | $116.0M |
| High net worth individuals | 28 | $78.3M |
States served
WI, FL
All web addresses on file
Official SEC filing: View on IAPD