LIBERTY FUNDS GROUP, INC.

Legal name: LIBERTY FUNDS GROUP

CRD #118385 SEC #801-65599 DALLAS, TX 214-369-0500

SEC Registered

Total AUM

$10.4M

Discretionary

$10.4M

Employees

Clients

Accounts

Firm Details

Organization Type: Corporation
State of Formation: Texas
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 31, 2009
Branch Offices: --

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
HEDREEN, DAVID, KEITH	I	DIRECTOR	NA
HEDREEN, DAVID, KEITH	I	DIRECTOR	NA
HEDREEN, DAVID, KEITH	I	DIRECTOR	NA
MARK, BRIAN, CHRISTOPHER	I	DIRECTOR	NA
MARK, BRIAN, CHRISTOPHER	I	DIRECTOR	NA
MARK, BRIAN, CHRISTOPHER	I	DIRECTOR	NA
MARK, ROBERT, JOSEPH	I	DIRECTOR	NA
MARK, ROBERT, JOSEPH	I	DIRECTOR	NA
MCKINZIE, CHRISTOPHER, LEE	I	CCO, COO	NA	Control
MCKINZIE, CHRISTOPHER, LEE	I	CCO, COO	NA	Control
CAUDLE, CRAIG, LAWRENCE	I	CHIEF EXECUTIVE OFFICER	C	Control
CAUDLE, CRAIG, LAWRENCE	I	PRESIDENT, CHIEF EXECUTIVE OFFICER	C	Control
CAUDLE, CRAIG, LAWRENCE	I	CHIEF EXECUTIVE OFFICER	C	Control
CAUDLE, CRAIG, LAWRENCE	I	PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
CAUDLE, CRAIG, LAWRENCE	I	CHIEF EXECUTIVE OFFICER	C	Control
CAUDLE, CRAIG, LAWRENCE	I	CHIEF EXECUTIVE OFFICER	C	Control
CAUDLE, CRAIG, LAWRENCE	I	PRESIDENT, CHIEF EXECUTIVE OFFICER	C	Control
CAUDLE, CRAIG, LAWRENCE	I	CHIEF EXECUTIVE OFFICER	C	Control
KINGSBERY, TEDDY, RALPH	I	CHAIRMAN	B	Control
KINGSBERY, TEDDY, RALPH	I	CHAIRMAN	B	Control
KINGSBERY, TEDDY, RALPH	I	CHAIRMAN	B	Control
KINGSBERY, TEDDY, RALPH	I	CHAIRMAN	B	Control
KINGSBERY, TEDDY, RALPH	I	CHAIRMAN	B	Control
KINGSBERY, TEDDY, RALPH	I	CHAIRMAN	B	Control
KINGSBERY, TEDDY, RALPH	I	CHAIRMAN	B	Control
LIBERTY TRUST II	DE	OWNER	B
MARK, ROBERT, JOSEPH	I	DIRECTOR	B
MARK, ROBERT, JOSEPH	I	DIRECTOR	B
MCKINZIE, CHRISTOPHER, LEE	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	B	Control
MCKINZIE, CHRISTOPHER, LEE	I	CHIEF OPERATING OFFICER	B	Control
MCKINZIE, CHRISTOPHER, LEE	I	CHIEF OPERATING OFFICER	B	Control
MCKINZIE, CHRISTOPHER, LEE	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	B	Control
MCKINZIE, CHRISTOPHER, LEE	I	CHIEF OPERATING OFFICER	B	Control
MCKINZIE, CHRISTOPHER, LEE	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	B	Control
SACHS, WILLIAM, RANEY	I	PRESIDENT	B	Control
SACHS, WILLIAM, RANEY	I	PRESIDENT	B	Control
SACHS, WILLIAM, RANEY	I	PRESIDENT	B	Control
SACHS, WILLIAM, RANEY	I	PRESIDENT	B	Control
SACHS, WILLIAM, RANEY	I	PRESIDENT	B	Control
HEDREEN, DAVID, KEITH	I	DIRECTOR	A
HEDREEN, DAVID, KEITH	I	DIRECTOR	A
HEDREEN, DAVID, KEITH	I	DIRECTOR	A
HEDREEN, DAVID, KEITH	I	DIRECTOR	A
HEDREEN, DAVID, KEITH	I	DIRECTOR	A
KINGSBERY, BILL, RUARK	I	CHAIRMAN EMERITUS	A
KINGSBERY, BILL, RUARK	I	CHAIRMAN EMERITUS	A
KINGSBERY, BILL, RUARK	I	CHAIRMAN EMERITUS	A
KINGSBERY, BILL, RUARK	I	CHAIRMAN EMERITUS	A
KINGSBERY, BILL, RUARK	I	CHAIRMAN EMERITUS	A
KINGSBERY, BILL, RUARK	I	CHAIRMAN EMERITUS	A
KINGSBERY, BILL, RUARK	I	CHAIRMAN EMERITUS	A
SACHS, WILLIAM, RANEY	I	DIRECTOR	A
SACHS, WILLIAM, RANEY	I	DIRECTOR	A
SACHS, WILLIAM, RANEY	I	DIRECTOR	A
WARD, JAMES, CHESTER	I	DIRECTOR	A
WARD, JAMES, CHESTER	I	CHIEF COMPLIANCE OFFICER	A
WARD, JAMES, CHESTER	I	EXECUTIVE VICE PRESIDENT / CFO	A	Control
WARD, JAMES, CHESTER	I	EXECUTIVE VICE PRESIDENT / CFO	A	Control
WARD, JAMES, CHESTER	I	EXECUTIVE VICE PRESIDENT / CFO	A	Control
WARD, JAMES, CHESTER	I	CHIEF COMPLIANCE OFFICER	A
WARD, JAMES, CHESTER	I	DIRECTOR	A

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
HEDREEN, DAVID, KEITH	I	LIBERTY TRUST II	D
CAUDLE, CRAIG, LAWRENCE	I	LIBERTY TRUST II	C	Control
MCKINZIE, CHRISTOPHER, LEE	I	LIBERTY TRUST II	C	Control

Registrations

Federal

Mar 31, 2009 REGISTERED

Notice Filings (9)

CA DE FL NC NJ NY TX VT WA

Address

2708 FAIRMOUNT ST.
SUITE 202
DALLAS, TX 75201
United States

Phone: 214-369-0500