L
$90.0K Total AUM
$90.0K Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2017
- Office Locations
- 1
Office Locations
-- Vista CA
About Liberton Financial LLC
Liberton Financial LLC is a Vista-based RIA. The firm has been operating for 9 years. Managing $90.0K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
34 AVG AGE
$90.0K AVG AUM / ADVISOR
$6.0K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Michael Clinton Moore
President
- CRD
- #6707913
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $90,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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