LIBERTY WEALTH MANAGERS LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 322131). Regulatory assets under management: $59.9M.
Compensation: % of AUM, Other.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Lucio Christopher Ventrella | CEO, EXPAT CLIENT DIRECTOR, AND CHIEF COMPLIANCE OFFICER | — |
| VENTRELLA LUCIO CHRISTOPHER | CEO, EXPAT CLIENT DIRECTOR, AND CHIEF COMPLIANCE OFFICER; CEO, EXPAT CLIENT DIRECTOR, AND CHIEF COMPLIANCE OFFICERR; EXPAT CLIENT DIRECTOR AND CHIEF COMPLIANCE OFFICERR (+1 more) | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 267-864-8259 |
| SOMERSET | — | 1 | 212-461-1883 |
| — | — | 1 | 267-864-8259 |
| SOMERSET | — | 1 | 212-461-1883 |