Liquid Strategies is an investment advisor in Atlanta with $589.04 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-79222
FINRA CRD number
170107
AUM ?
$522.67 mm
(as of 3 May 24)
Accounts
14
(as of 3 May 24)
Employees
15
(4 investment advisory or research)
Address
Liquid Strategies
3550 LENOX ROAD, SUITE 2550
ATLANTA
2Q 30326
3550 LENOX ROAD, SUITE 2550
ATLANTA
2Q 30326
Phone
770-350-8700
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
3 Feb 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22