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LIBERTY ATLANTIC ADVISORS

LIBERTY ATLANTIC ADVISORS LLC

CRD 327738 · SEC 801-132006

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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VIA SENESE, 34, FLORENCE, 50124, Italy

Registration

— (—)

Source

State registered

Total AUM

$185.8M

Discretionary AUM

$184.6M

Team

8 total employees; 4 advisory reps; 1 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-09

Disciplinary history

Yes

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Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals76$37.8M
High net worth individuals61$145.4M

All web addresses on file

Official SEC filing: View on IAPD