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Lieberman Financial Management Inc (Wayzata)


Lieberman Financial Management Inc is an adviser based in Wayzata. It manages $27.81 million of regulatory assets for 103 client accounts. It has been registered with the SEC as an adviser since 2001.

Lieberman Financial Management provides portfolio management for individuals and small businesses 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.

Lieberman Financial Management: assets under management

The assets under management (AUM) of Lieberman Financial Management Inc is $27.81 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.81 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $269.96 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lieberman Financial Management Inc for their services and products based on a percentage of assets under management. 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.

Based in Wayzata

The principal office where Lieberman Financial Management Inc performs its advisory services is located at 14721 Copperfield Place, Wayzata, MN 55391, 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 952-238-8443 or by fax 952-238-9773. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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