Liberty Partners is an investment advisor in Raleigh with $171.78 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
900139667
SEC advisor number
801-72611
FINRA CRD number
131117
AUM ?
$171.78 mm
(as of 10 Apr 23)
Accounts
1,281
(as of 10 Apr 23)
Employees
42
(38 investment advisory or research)
Address
Liberty Partners
4540 CALIFORNIA AVE
SUITE 530
BAKERSFIELD
CA 93309
4540 CALIFORNIA AVE
SUITE 530
BAKERSFIELD
CA 93309
Office hours
Monday - Friday, 9AM-5PM EST
Phone
661-631-0103
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Rethink, LLC | Owner | 04/2016 | > 75% |
Atkins, Bradley, Dale | Owner | 12/2022 | > 75% |
Atkins, Bradley, Dale | Member | 04/2016 | > 75% |
Shanahan, Daniel, James | President | 12/2022 | < 5% |
Landsiedel, John | CCO | 03/2023 | < 5% |
Latest ownership filings
No filings