Assets Under Management

$950.4M

Number of Clients

22

Number of Advisors

2

Average Client AUM

$43.2M

AUM per Advisor

$475.2M

Compensation

Fee-Only (AUM)

About This Firm

Liquid Strategies provides investment advisory services to registered and unregistered funds, and separately managed accounts. They also offer overlay strategies as a sub-advisor. The firm utilizes analytical tools and option pricing analysis to make investment decisions.

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
Areas of Practice
Investment Management
Loading...
Location

3550 Lenox Road Ne, Suite 2550, Atlanta, GA, 30326

2 Advisors at this firm