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LBG ADVISOR
LIBERTY BENEFITS GROUP, LLC
CRD 164065
2030 MAIN STREET, STE 1300, IRVINE, CA, 92614, United States
Phone
800-484-0350
Fax
800-484-0350
Registration
— (—)
Source
State registered
Total AUM
$11.4M
Discretionary AUM
$11.4M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $11.4M |
All web addresses on file
Official SEC filing: View on IAPD