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LIQUID STRATEGIES, LLC
LIQUID STRATEGIES, LLC
ATLANTA, Georgia
·
8 registered advisors
·
CRD# 170107
SEC# 801-79222
3
800-970-2725
01
Firm Overview
AUM
$523M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Other
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at LIQUID STRATEGIES, LLC
8 registered advisors
Adam Clement Stewart
ATLANTA, Georgia
CRD# 2925451
Christopher Joseph Paolella
ATLANTA, Georgia
CRD# 1399614
Clayton Shawn Gibson
ATLANTA, Georgia
CRD# 2629166
Justin Caldwell Boller
ATLANTA, Georgia
CRD# 4072599
Parimal H Patel
ATLANTA, Georgia
CRD# 4484885
Peter Francis Welch
ATLANTA, Georgia
CRD# 6708629
Shawn C Gibson
ATLANTA, Georgia
CRD# 3276829
Theresa Neitzel Benson
ATLANTA, Georgia
CRD# 2429930
05
Office Locations
ATLANTA, Georgia
8 advisors
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Data sourced from SEC Form ADV filings. LIQUID STRATEGIES, LLC (CRD# 170107) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.