LIBERTY WEALTH MANAGEMENT, LLC - Financial Advisor in California, Oakland

Tel: 510-658-1880 411 30th Street 2nd Floor Oakland, California 94609

About LIBERTY WEALTH MANAGEMENT, LLC

LIBERTY WEALTH MANAGEMENT, LLC is a Oakland, California based financial advisory firm with nearly $1,222,778,986 in assets under management and provides investment advisory services for 3414 clients. There are currently 22 financial advisors at the firm.

General Information

Firm CRD#:

286001

Firm SEC#:

801-112351

Assets Under Management:

$1,222,778,986

No. of Clients:

3414

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (THIRD-PARTY MANAGEMENT PROGRAM)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (THIRD-PARTY MANAGEMENT PROGRAM)

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