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CRD: 334164
Liberty Advisory Group, Inc.
Ponte Vedra Beach, FL, 32082
9048343544
$28.8M Total AUM
$28.8M Disc. AUM
-- 3Y CAGR
1 Employees
122 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-30-2025
- Office Locations
- 1
Office Locations
228 Canal Boulevard Suite 1 Ponte Vedra Beach FL
About Liberty Advisory Group, Inc.
Liberty Advisory Group, Inc. is a Ponte Vedra Beach-based RIA. The firm has been operating for 0 years. Managing $28.8M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$28.8M AVG AUM / ADVISOR
$236.5K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Atlas unison
Client Personas
Meridian
Investment Themes
Signal Unison unison
Investment Vehicles
Signal timber
Services
Wave wave Vital alpha Unison Signal Eagle Legacy
Owner & Executives
Peter Joseph Laliberte
Chief Compliance Officer, President
- CRD
- #6644727
- Ownership
- 75% or more
(312) 291-6699
element.frontier@optimacapital.com
in linkedin.com/in/prime-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,849,163 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,849,163 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,849,163
Public Funds:
23.5% Equity - Exchange:
35.2% Cash:
14.6% Corporate - Investment Grade:
9.1% Other:
17.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,056,650,388 | 23.5% |
| Equity - Exchange | $1,582,727,389 | 35.2% |
| Cash | $656,472,156 | 14.6% |
| Corporate - Investment Grade | $409,171,001 | 9.1% |
| Other | $791,363,694 | 17.6% |
| Total | $4,496,384,628 | 100.0% |