Unclaimed Profile

Justin Caldwell Boller

LIQUID STRATEGIES, LLC·ATLANTA, Georgia

Clean recordLIQUID STRATEGIES, LLC

3550 LENOX ROAD NE, ATLANTA, GA 30326CRD# 4072599Firm CRD# 170107

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Justin Caldwell Boller · ATLANTA, GA

Registration

CRD #4072599 · LIQUID STRATEGIES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Justin Caldwell Boller is a registered financial advisor based in ATLANTA, Georgia, affiliated with LIQUID STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

LIQUID STRATEGIES, LLC

AUM

$523M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LIQUID STRATEGIES, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4072599

Firm CRD# 170107

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Justin Caldwell Boller offer?

Justin Caldwell Boller specializes in Investment Management, Fee-Only Advisory. Contact their office in ATLANTA, Georgia for a consultation.

What are Justin Caldwell Boller's credentials?

Justin Caldwell Boller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Justin Caldwell Boller located?

Justin Caldwell Boller is based in ATLANTA, Georgia, working with LIQUID STRATEGIES, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Justin Caldwell Boller charge for services?

Justin Caldwell Boller'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 LIQUID STRATEGIES, LLC?

LIQUID STRATEGIES, LLC has approximately 15 employees and manages $523M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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