LIBERTON FINANCIAL LLC

LIBERTON FINANCIAL LLC is an SEC-registered investment adviser (CRD 285018). Regulatory assets under management: $90K.

Registration

• CRD: 285018
• Type: Registered investment adviser
• Phone: 323-872-9414
• Latest filing: 2025-06-12
• Regulatory AUM: $90K
• Discretionary AUM: $90K
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285018 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search