L
$5.3M Total AUM
$5.3M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-19-2024
- Office Locations
- 1
Office Locations
-- Denver CO
About Liberated Financial
Liberated Financial is a Denver-based, independent, woman-owned RIA providing flat-fee, holistic financial planning and investment management. The firm serves creatives, entrepreneurs, and values-driven individuals, integrating personal and business finances with behavioral coaching and regular check-ins. Differentiators include a trauma-informed, inclusive approach and no-minimum, flat-fee pricing.
Team overview
-- AVG AGE
$5.3M AVG AUM / ADVISOR
$125.7K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Services
Available
Owner & Executives
ALLISON Rae BECKMANN
Chief Compliance Officer, Managing Member
- CRD
- #7321273
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,280,892 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,280,892 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing