CRD: 304043
Liberty Solutions Advisors
SAN Diego, CA, 92108
6192462746
$7.5M Total AUM
$7.5M Disc. AUM
-- 3Y CAGR
0 Employees
29 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2009
- Office Locations
- 1
Office Locations
2801 Camino DEL RIO South Suite 315-4 SAN Diego CA
About Liberty Solutions Advisors
Liberty Solutions Advisors is a SAN Diego-based RIA. The firm has been operating for 16 years. Managing $7.5M in total assets under management, They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Asset Management, Business Succession, Insurance.
Team overview
76 AVG AGE
-- AVG AUM / ADVISOR
$258.9K AVG AUM / CLIENT
12 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Signal crest Prime prime Peak pioneer North capital
Investment Themes
Crest Vector
Investment Vehicles
Value
Services
Prime insight Matrix Optima North
Owner & Executives
DONALD LOUIS DALESANDRO
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1079213
- Ownership
- 50% but less than 75%
(607) 663-2819
ember.pioneer@quantumcapital.com
in linkedin.com/in/legacy-timber
M
Marika Anastazia Dalesandro
Broker Associate
- CRD
- --
- Ownership
- 25% but less than 50%
(779) 739-4421
quantum.unison@vectorcapital.com
in linkedin.com/in/wave-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,509,110 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,509,110 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,509,110
Equity - Exchange:
19.1% Cash:
57.6% Municipal Bonds:
23.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,554,342,959 | 19.1% |
| Cash | $4,687,442,641 | 57.6% |
| Municipal Bonds | $1,896,135,651 | 23.3% |
| Total | $8,137,921,251 | 100.0% |