Liberty Funds Group, Inc. is an adviser based in Colleyville. It manages $900 thousand of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006.
Liberty Funds Group provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Liberty Funds Group, Inc. is $900 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Liberty Funds Group, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Teddy Ralph Kingsbery has been acting as President since 1 Apr 1998. James Chester Ward joined the executive team most recently as the Chief Compliance Officer.
The principal office where Liberty Funds Group, Inc. performs its advisory services is located at 1117 Glade Rd., Colleyville, TX 76034, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-369-0500 or by fax 214-580-1536. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.libfungrp.com.