Liquid Strategies
Finance · Georgia, United States · 1-10 Employees
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Overview
Headquarters
3550 Lenox Rd NE Ste 2550, Atlanta, Geor...Phone Number
(770) 350-8700Website
www.lsfunds.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Liquid Strategies
Liquid Strategies, LLC has pioneered the delivery of capital-efficient, overlay investment solutions. The Liquid Strategies overlay gives investors two potential sources of returns without requiring them to change their underlying portfolios. Founded in 2013 and based in Atlanta, Liquid Strategies is an independent, employee-owned SEC-Registered Investment Adviser focused on helping clients improve investment outcomes and meet their goals. The overlay is available through SMA, mutual fund and ETF vehicles.Explore more
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Liquid Strategies financials insights
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2020
Debt
$350K
2021
Debt
$223K
Liquid Strategies Tech Stack
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Funding
Liquid Strategies has received an SBA PPP loan in the amount of $223,505 from Wells Fargo Bank resulting in the retention of 11 jobs.
Funding
Liquid Strategies has received an SBA PPP loan for $350,000-1 million from Wells Fargo Bank.
Funding
Liquid Strategies LLC has received an SBA PPP loan for $350,000-1 million from Wells Fargo Bank, National Association.
Funding
Liquid Strategies News & Media
Overlay Shares Launch New ETFs and Cross $300 Million in Assets
ATLANTA, Jan. 21, 2021 /PRNewswire/ -- Liquid Strategies, the parent of Overlay Shares exchange-traded funds (ETFs), announced their suite of ETFs has crossed $300 million in assets under management since it began trading on the NYSE Arca in October 2019. "We are particularly proud of...Overlay Shares ETFs Cross $100 Million in Assets in Less Than Two Months
ATLANTA, Nov. 25, 2019 /PRNewswire/ -- Liquid Strategies, the parent of Overlay Shares exchange-traded funds (ETFs), announced today the recently launched ETF "Ovals" have surpassed $100 million in assets under management – a notable milestone occurring within seven weeks since they began...Overlay Shares ETFs Cross $100 Million in Assets in Less Than Two Months
Liquid Strategies, the parent of Overlay Shares exchange-traded funds (ETFs), announced today the recently launched ETF "Ovals" have surpassed $100 million in assets under management – a notable milestone occurring within seven weeks since they began trading on the NYSE Arca. Overlay Shares allow investors to access two potential streams of return without being required to change their underlying investment portfolio, packaged in an easy to use ETF structure—an investment expertise previously afIntroducing Overlay Shares: New ETF 'Ovals' Seek to Get More Through the Power of an Overlay
ATLANTA, Oct. 1, 2019 /PRNewswire/ -- Liquid Strategies, LLC proudly announces that their firm's Overlay Shares exchange-traded funds (ETFs) will begin trading today on the NYSE Arca. This launch enables financial advisors and investors to access core index ETFs that are foundational to...
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Liquid Strategies, LLC has pioneered the delivery of capital-efficient, overlay investment solutions. The Liquid Strategies overlay gives investors two potential sources of returns without requiring them to change their underlying portfolios. Founded in 2013 and based in Atlanta, Liquid Strategies is an independent, employee-owned SEC-Registered In... Read More
