LIQUID STRATEGIES, LLC

LIQUID STRATEGIES, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 170107). Regulatory assets under management: $1.4B.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth, Other.

Officers, owners & control persons (22)

NameRoleLocation
Clayton Shawn GibsonMEMBER, CIOBlue Bell, PA
Terrence M PegulaMEMBER
Kim S PegulaMEMBER
George Bradley BallMANAGING MEMBER/CEO
Justin Caldwell BollerMEMBER
Adam Clement StewartMEMBER
Peter Francis WelchCFO; CONTROLLER
Parimal H PatelCCO; CHIEF COMPLIANCE OFFICER
BALL GEORGE BRADLEYMANAGEMENT COMMITTEE; MANAGING MEMBER; MANAGING MEMBER, CEO (+1 more)
GARFINKEL MARK DANIELMANAGEMENT COMMITTEE
STEWART ADAM CLEMENTMEMBER
PAOLELLA CHRISTOPHER JOSEPHMANAGEMENT COMMITTEE; MEMBER
BEHRE JAMES NICHOLSONMANAGEMENT COMMITTEE
GIBSON CLAYTON SHAWNMEMBER, CIO
PEGULA TERRENCE MMEMBER
PEGULA KIM SMEMBER
BENSON THERESA NEITZELMEMBER, COO
GIBSON SHAWN CMEMBER, CIO
NEWBERG LAURA BETHCCO
WELCH PETER FRANCISCCO AND CONTROLLER; CONTROLLER; CONTROLLER AND CCO
BOLLER JUSTIN CALDWELLMEMBER
PATEL PARIMAL HCHIEF COMPLIANCE OFFICER

More on this firm