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Michael William Mccort

LIBERTY PRIVATE CLIENT, LLC·FORT MYERS, Florida
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5237 SUMMERLIN COMMONS BLVD, FORT MYERS, FL 33907CRD# 2407523Firm CRD# 305130
01

About

Michael William Mccort is a registered financial advisor based in FORT MYERS, Florida, affiliated with LIBERTY PRIVATE CLIENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
LIBERTY PRIVATE CLIENT, LLC
LIBERTY PRIVATE CLIENT, LLC
AUM
$220M
Regulatory assets under management
Employees
4
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2407523
Firm CRD# 305130
No disclosures on file
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Frequently Asked Questions

What services does Michael William Mccort offer?
Michael William Mccort specializes in Investment Management, Fee-Only Advisory. Contact their office in FORT MYERS, Florida for a consultation.
What are Michael William Mccort's credentials?
Michael William Mccort is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael William Mccort located?
Michael William Mccort is based in FORT MYERS, Florida, working with LIBERTY PRIVATE CLIENT, LLC. Their office serves clients in the FORT MYERS metropolitan area and surrounding communities.
How does Michael William Mccort charge for services?
Michael William Mccort's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIBERTY PRIVATE CLIENT, LLC?
LIBERTY PRIVATE CLIENT, LLC has approximately 4 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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