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LIQUID STRATEGIES, LLC
CRD 170107 · SEC 801-79222
3550 LENOX ROAD NE, SUITE 2550, ATLANTA, GA, 30326, United States
Phone
800-970-2725
Fax
770-350-8701
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.45B
Discretionary AUM
$1.45B
Team
13 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)SUB ADVISOR FOR OTHER INVESTMENT ADVISORA
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 11 | $1.07B |
| Pooled investment vehicles | 2 | $73.2M |
| Other investment advisers | 2 | $202.0M |
States served
GA, TX
All web addresses on file
Official SEC filing: View on IAPD