Libra Investment Advisors Inc
Firm details
- Headquarters
- ,
- CRD number
- 333647
- Website
- libra-advisors.com
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI63.89%
- Corporations / Businesses36.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Libra Investment Advisors Inc. is an independent, individually owned registered investment adviser that serves both private clients and institutional entities. The firm operates as a capital allocator and provides a mix of financial planning and portfolio management services for individuals and small businesses, plus pension consulting, manager selection, and educational seminars. Its fee arrangements include percentage-of-assets, hourly charges, and the potential for performance-based fees. Libra does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
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
- US Government Bonds55%
- Exchange Traded Equities35%
- Investment Grade Corp Bonds10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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