LIBERTY BELL FINANCIAL GROUP LLC

Adviser information for LIBERTY BELL FINANCIAL GROUP LLC last updated from Form ADV on October 24th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 3
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 0 $0
Total 0 $0

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation % of AUM

Identifiers

SEC RIA File Number 801-129068
SEC ERA File Number 801-129068
SEC CIK Numbers None
SEC CRD Numbers 328514
Legal Entity Identifier None

Principal Office

434 BROADWAY STREET
#100
CHICO
CA
United States
Monday - Friday, 9AM-4PM
Tel: 530-588-1540, Fax: None

Chief Compliance Officer

BRANDON LOPEZ
VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER
434 BROADWAY STREET
#100
CHICO
CA
United States
Tel: 530-588-1540
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BELL, PETER, WRIGHT Individual OWNER 10/2023 > 75%
LOPEZ, BRANDON, CHARLES Individual CHIEF COMPLIANCE OFFICER 10/2023 < 5%

No. Employees, Historic

1050202320244 on 10/16/20234 on 10/24/2023

RAUM, Historic

000202320240 on 10/16/20230 on 10/24/2023