LIBERTY PRIVATE CLIENT, LLC
CRD #305130 SEC #801-119011 FORT MYERS, FL 239-275-2538
SEC Registered
Total AUM
$246.9M
Discretionary
$246.9M
Employees
4
Clients
--
Accounts
292
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $246.9M | $246.9M | $0 | 4 | 0 |
| Mar 2024 | $220M | $220M | $0 | 4 | 0 |
| Sep 2023 | $198.7M | $198.7M | $0 | 6 | 0 |
| Mar 2023 | $198.7M | $198.7M | $0 | 6 | 0 |
| Mar 2022 | $225.8M | $225.8M | $0 | 5 | 0 |
| Mar 2021 | $169.8M | $169.8M | $0 | 5 | 0 |
| Jun 2020 | $143.9M | $143.9M | $0 | 5 | 0 |
| Jun 2020 | $143.9M | $143.9M | $0 | 5 | 0 |
DateMar 2025
Total AUM$246.9M
Discretionary$246.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$198.7M
Discretionary$198.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$198.7M
Discretionary$198.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$225.8M
Discretionary$225.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$169.8M
Discretionary$169.8M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$143.9M
Discretionary$143.9M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$143.9M
Discretionary$143.9M
Non-Disc.$0
Employees5
Clients0