Liquid Realty Advisors, LLC (Danville)

Name: Liquid Realty Advisors, LLC
Address: 199 E. Linda Mesa Ave, Danville, CA, 94526
Telephone: 415-875-7500

Liquid Realty Advisors, LLC is a large advisory firm based in Danville. It manages $285.74 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

Liquid Realty Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Liquid Realty Advisors: assets under management

The assets under management (AUM) of Liquid Realty Advisors, LLC is $285.74 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $285.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $47.62 million each.

Liquid Realty Advisors has custody of $285.74 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Liquid Realty Advisors, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Liquid Realty Advisors, LLC

John Jensen Arens joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Scott Mitchell Landress	Chief executive officer	1 Nov 2001	75% - 100%	2341280
1999 Scott And Laura Landress Revocable Trust Dated July 9	Managing member	1 Mar 2003	75% - 100%	xxx-xx-xxxx
Scot D Marsh	Director of accounting and finance	1 Mar 2009	Other	6026978
John Jensen Arens	Chief compliance officer	1 Feb 2012	Other	6026976

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Scott Mitchell Landress	Trustee	1 Sep 1999	75% - 100%	2341280

Based in Danville

The principal office where Liquid Realty Advisors, LLC performs its advisory services is located at 199 E. Linda Mesa Ave, Danville, CA 94526, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-875-7500. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.liquidrealty.com.