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Liberty Private Client, LLC

CRD 305130SEC# 801-119011Fort Myers, FL
Export (members)
No longer SEC-registered. Liberty Private Client, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$246.9M
Employees
4
Accounts
292
Location
Fort Myers, FL

Liberty Private Client, LLC assets under management

Liberty Private Client, LLC operates as an SEC-registered investment adviser based in Fort Myers, FL. It reports $246.9 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

Liberty Private Client, LLC owners & executives

3 reported
NameTitleOwnershipSince
Deana Marie SimcoxChief Compliance OfficerUnder 5%2021
Michael William McCort ControlPresident50-75%2019
Richard Bascom Seidel ControlChairperson25-50%2020

Frequently asked questions

How much does Liberty Private Client, LLC manage?

Liberty Private Client, LLC reports $246.9 million in regulatory assets under management on its Form ADV.

How many employees does Liberty Private Client, LLC have?

Liberty Private Client, LLC reports 4 employees.

Where is Liberty Private Client, LLC located?

Liberty Private Client, LLC is based in Fort Myers, FL.

Does Liberty Private Client, LLC disclose fund performance?

Liberty Private Client, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5237 Summerlin Commons Blvd, #319, Fort Myers, FL 33907
Office hours8:30-5
Discloses disciplinary historyNo

Assets under management

Discretionary$246.9M
Non-discretionary$0
Total (RAUM)$246.9M