Liberated Financial
Firm details
- Headquarters
- ,
- CRD number
- 329965
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.13%
- Individuals35.87%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Liberated Financial is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm delivers financial planning and portfolio management for individuals and small businesses. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. The firm does not present itself as a capital allocator, is not a multi-state adviser, and indicates it is not an active ESG investor. An industry affiliation with an insurance company is noted.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Cash & Cash Equivalents17%
- Exchange Traded Equities1%
Contacts
1 of 1
Allison Beckmann
Financial PlannerCRD 7321273
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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