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LIBERTY SOLUTIONS ADVISORS
LIBERTY SOLUTIONS DVBE INC.
CRD 304043
2801 CAMINO DEL RIO SOUTH, SUITE 315-4, SAN DIEGO, CA, 92108, United States
Phone
619-246-2746
Fax
619-231-1288
Registration
— (—)
Source
State registered
Total AUM
$7.5M
Discretionary AUM
$7.5M
Team
0 total employees; 0 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $3.3M |
| High net worth individuals | 20 | $4.2M |
Official SEC filing: View on IAPD