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.
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 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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Jensen Arens joined the executive team most recently as the Chief Compliance Officer.
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.