Liebau Asset Management Co., LLC (Pasadena)
Liebau Asset Management Co., LLC is a large advisory firm based in Pasadena. It manages $186.96 million of regulatory assets for 108 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Georgia, and Texas.
Liebau Asset Management Co. provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, 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.
Liebau Asset Management Co.: assets under management
The assets under management (AUM) of Liebau Asset Management Co., LLC is $186.96 million. The firm's AUM has grown by 259% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Liebau Asset Management Co., LLC 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.
Careers at Liebau Asset Management Co., LLC
Frederic Jack Liebau has been acting as President since 1 Sep 2003. Alleghany Corporation joined the executive team most recently as the Member.
Direct owners and executive officers
Based in Pasadena
The principal office where Liebau Asset Management Co., LLC performs its advisory services is located at 301 E. Colorado Blvd,Suite 810, Pasadena, CA 91101 1901 The mailing address of the firm is P.O. Box 2200, Pasadena, CA 91102 2200. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 626-795-5200 or by fax 626-795-5205. The normal business hours are 7:30am-4:00pm on Monday - Friday.
Registered investment advisers similar to Liebau Asset Management Co., LLC
- Windward Private Wealth Management
- Masterplan Advisors
- Livingston & Jefferson
- Credit Capital Investments
- The Planned Approach
- Guinness Atkinson Asset Management
- Sard Wealth Management Group
- Soundview Advisors, Ps
- Axe Houghton Associates
- Foundations Asset Management
- Waverly Advisers
- Smith & Howard Financial Group
- Tree Capital
- Budge Financial
- Orkila Management