$194.3M Total AUM
$192.9M Disc. AUM
-- 3Y CAGR
5 Employees
238 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- American Funds · Charles Schwab & Company · Tiaa
- Clients
- Retail
- Platforms
- CapitalPathway crest
- Established Date
- 07-05-2000
- Office Locations
- 1
Office Locations
13150 Watertown Plank Rd. Suite 203 ELM Grove WI
About Liberty Financial Group, Inc.
Liberty Financial Group, Inc. is a Wisconsin-based, fee-only fiduciary advisory firm providing holistic financial planning and ongoing portfolio management. Portfolios are managed individually (not boiler-plate models) and are primarily implemented with ETFs and public mutual funds. Custody is available through Charles Schwab. Established in 1981, the team supports clients with ongoing reviews and quarterly reporting.
Team overview
-- AVG AGE
$194.3M AVG AUM / ADVISOR
$816.5K AVG AUM / CLIENT
2.2 yrs AVG TENURE
5 Employees
1 Advisory Reps
0 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Summit radial Matrix ridge
Custodian
Signal beacon
Fund Managers
Momentum optima
Investment Themes
Optima Prime
Investment Vehicles
Harbor
Platform
Delta vital
Services
Summit vital Glacier vector Insight frontier Timber Fusion Beacon vital Harbor Zenith Ember zenith
Technology
Eagle Harbor
Owner & Executives
SHANNON LESLEY NOOK
Chief Compliance Officer, President
- CRD
- --
- Ownership
- 75% or more
(545) 599-6435
optima.matrix@harborcapital.com
in linkedin.com/in/north-north
Showing 1 of 1 owners & executives
Unlock allContacts
J
Jaydon Jedi Wargin
--
- CRD
- #8275611
(884) 480-2281
ember.timber@valuecapital.com
in linkedin.com/in/prime-ridge
M
MICHAEL FRANCIS WESOLOWSKI
--
- CRD
- #7039748
(330) 857-2137
peak.glacier@ridgecapital.com
in linkedin.com/in/glacier-pioneer
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $192,878,837 | $258,898 |
| Non-Discretionary | $1,438,484 | $68,499 |
| Total | $194,317,321 | $253,678 |
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Separately Managed Accounts
Total SMA Asset: $194,317,321
Equity - Exchange:
18.4% Public Funds:
15.8% Cash:
29.1% Other:
18.3% Private Funds:
18.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $842,388,862 | 18.4% |
| Public Funds | $723,355,653 | 15.8% |
| Cash | $1,332,256,298 | 29.1% |
| Other | $837,810,662 | 18.3% |
| Private Funds | $842,388,863 | 18.4% |
| Total | $4,578,200,338 | 100.0% |