CRD: 143672
Liberated Investor Advisors, LLC
$9.1M Total AUM
$9.1M Disc. AUM
-- 3Y CAGR
2 Employees
56 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-25-2007
- Office Locations
- 1
Office Locations
-- OLD Fort NC
About Liberated Investor Advisors, LLC
Liberated Investor Advisors, LLC is an Old Fort, NC-based RIA offering goal-based financial planning and investment guidance across clients' life stages. Doug Alden works closely with clients to build flexible strategies focused on protecting and growing wealth. The firm's SMA allocations are ETF-centric, and it primarily custodies assets at Charles Schwab.
Team overview
-- AVG AGE
$9.1M AVG AUM / ADVISOR
$163.0K AVG AUM / CLIENT
18.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
DOUGLAS DEAN ALDEN
Managing Member
- CRD
- #1029891
- Ownership
- 75% or more
Available
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J
JEAN ALICE ALDEN
Managing Member
- CRD
- #1466344
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,128,634 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,128,634 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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