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Liquid Strategies, LLC

Headquartered in ATLANTA, GA

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Firm Information

Liquid Strategies, LLC is an investment advisor based in Atlanta, Georgia. They provide portfolio management services for individuals, investment companies, and other investment advisors. They have approximately $522,670,737 in regulatory assets under management. They also serve as sub-advisors for other investment advisors.

Liquid Strategies, LLC

3550 LENOX ROAD NE

ATLANTA, GA 30326

$522.67M

Assets Under Management

2

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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sub advisor for other investment advisora

Sub advisor for other investment advisora

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

LIQUID STRATEGIES, LLC has a total of 1 branch locations across the country.
location

ATLANTA, GA

Advisors at Liquid Strategies, LLC

View All 5 Advisors
Unclaimed
Seth J Wernick

RA

ATLANTA, GA

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Justin Caldwell Boller

CFA®, RA

ATLANTA, GA

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Clayton Shawn Gibson

RA

ATLANTA, GA

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Unclaimed
Parimal H Patel

RA

ATLANTA, GA

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Disclosures

There are no public disclosures for Liquid Strategies, LLC.

Frequently Asked Questions (7)

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