Atlantic Liberty Financial, LLC (Altamonte Springs)

Atlantic Liberty Financial, LLC is a large advisory firm based in Altamonte Springs. It manages $178 million of regulatory assets for 400 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida and Texas.

Atlantic Liberty Financial provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Atlantic Liberty Financial: assets under management

The assets under management (AUM) of Atlantic Liberty Financial, LLC is $178 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $178 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $445 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Atlantic Liberty Financial, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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.

Careers at Atlantic Liberty Financial, LLC

David Baudo has been acting as President since 1 Jan 2008. Manuel Jose Leon joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Baudo	President	1 Jan 2008	50% - 75%	3187137
Manuel Jose Leon	Chief compliance officer	1 Jan 2008	50% - 75%	1058319
David Harry Michael Baudo	President, managing member	1 Jan 2008	50% - 75%	3187137

Based in Altamonte Springs

The principal office where Atlantic Liberty Financial, LLC performs its advisory services is located at 1110 Douglas Ave, Altamonte Springs, FL 32714, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.