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Theresa Neitzel Benson

LIQUID STRATEGIES, LLC·ATLANTA, Georgia
Unclaimed Profile
SIX CONCOURSE PARKWAY, ATLANTA, GA 30328CRD# 2429930Firm CRD# 170107
01

About

Theresa Neitzel Benson 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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
LIQUID STRATEGIES, LLC
LIQUID STRATEGIES, LLC
AUM
$523M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at LIQUID STRATEGIES, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2429930
Firm CRD# 170107
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Theresa Neitzel Benson offer?
Theresa Neitzel Benson specializes in Investment Management, Fee-Only Advisory. Contact their office in ATLANTA, Georgia for a consultation.
What are Theresa Neitzel Benson's credentials?
Theresa Neitzel Benson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theresa Neitzel Benson located?
Theresa Neitzel Benson is based in ATLANTA, Georgia, working with LIQUID STRATEGIES, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Theresa Neitzel Benson charge for services?
Theresa Neitzel Benson'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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Nearby cities in Georgia
ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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