LIBERTY FINANCIAL GROUP, INC.
CRD #111272 SEC #801-124940 ELM GROVE, WI 262-785-1377
SEC Registered
Total AUM
$125.2M
Discretionary
$124.3M
Employees
6
Clients
101
Accounts
639
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $125.2M | $124.3M | $911.8K | 6 | 3 |
| Mar 2024 | $114M | $113.5M | $521.7K | 8 | 3 |
| Dec 2023 | $101.9M | $101.4M | $542.4K | 8 | 3 |
| Jun 2023 | $101.9M | $101.4M | $542.4K | 8 | 3 |
| Mar 2023 | $101.9M | $87.1M | $14.8M | 8 | 3 |
| Jun 2022 | $114.4M | $113.9M | $518.9K | 8 | 5 |
| Apr 2022 | $114.4M | $113.9M | $518.9K | 8 | 5 |
| Apr 2012 | $71.8M | $66.3M | $5.5M | 6 | 173 |
| Mar 2012 | $71.8M | $66.3M | $5.5M | 6 | 173 |
| Jan 2012 | $71.8M | $66.3M | $5.5M | 6 | 173 |
| Mar 2011 | $59.6M | $58.4M | $1.2M | 10 | -- |
| Jan 2008 | $55.1M | $54M | $1.1M | 10 | -- |
| Aug 2007 | $49.9M | $48.1M | $1.8M | 5 | -- |
| Aug 2007 | $49.9M | $48.1M | $1.8M | 5 | -- |
| Feb 2007 | $49.9M | $48.1M | $1.8M | 5 | -- |
| Mar 2006 | $41.9M | $39.9M | $2M | 5 | -- |
| Apr 2004 | $33.9M | $32.3M | $1.6M | 5 | -- |
| Apr 2002 | $33.6M | $33.6M | $0 | 5 | -- |
DateJan 2025
Total AUM$125.2M
Discretionary$124.3M
Non-Disc.$911.8K
Employees6
Clients3
DateMar 2024
Total AUM$114M
Discretionary$113.5M
Non-Disc.$521.7K
Employees8
Clients3
DateDec 2023
Total AUM$101.9M
Discretionary$101.4M
Non-Disc.$542.4K
Employees8
Clients3
DateJun 2023
Total AUM$101.9M
Discretionary$101.4M
Non-Disc.$542.4K
Employees8
Clients3
DateMar 2023
Total AUM$101.9M
Discretionary$87.1M
Non-Disc.$14.8M
Employees8
Clients3
DateJun 2022
Total AUM$114.4M
Discretionary$113.9M
Non-Disc.$518.9K
Employees8
Clients5
DateApr 2022
Total AUM$114.4M
Discretionary$113.9M
Non-Disc.$518.9K
Employees8
Clients5
DateApr 2012
Total AUM$71.8M
Discretionary$66.3M
Non-Disc.$5.5M
Employees6
Clients173
DateMar 2012
Total AUM$71.8M
Discretionary$66.3M
Non-Disc.$5.5M
Employees6
Clients173
DateJan 2012
Total AUM$71.8M
Discretionary$66.3M
Non-Disc.$5.5M
Employees6
Clients173
DateMar 2011
Total AUM$59.6M
Discretionary$58.4M
Non-Disc.$1.2M
Employees10
Clients--
DateJan 2008
Total AUM$55.1M
Discretionary$54M
Non-Disc.$1.1M
Employees10
Clients--
DateAug 2007
Total AUM$49.9M
Discretionary$48.1M
Non-Disc.$1.8M
Employees5
Clients--
DateAug 2007
Total AUM$49.9M
Discretionary$48.1M
Non-Disc.$1.8M
Employees5
Clients--
DateFeb 2007
Total AUM$49.9M
Discretionary$48.1M
Non-Disc.$1.8M
Employees5
Clients--
DateMar 2006
Total AUM$41.9M
Discretionary$39.9M
Non-Disc.$2M
Employees5
Clients--
DateApr 2004
Total AUM$33.9M
Discretionary$32.3M
Non-Disc.$1.6M
Employees5
Clients--
DateApr 2002
Total AUM$33.6M
Discretionary$33.6M
Non-Disc.$0
Employees5
Clients--