Scott
Lieberwirth
Spence Asset Management
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About this Advisor
Scott Lieberwirth is a financial advisor operating in Las Cruces, New Mexico who has 3 years of relevant experience. Lieberwirth currently works for Spence Asset Management. Throughout their career, Lieberwirth has worked at Spence Asset Management and University Of Texas At El Paso. Lieberwirth has a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Colorado, New Mexico and Texas. Spence Asset Management is an advisory firm operating out of Las Cruces, NM. The investment advisory business has a total of seven advisors. It manages $483 million in assets under management among its 1,590 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm advises 12 charitable organizations. Of its 1,590 client accounts, 21% belong to high-net-worth investors who have at least $1 million in assets. The company offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees typically are based on which services the firm provides the client. However, fees charged by Spence Asset Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spence Asset Management Brokerage Details
$482,917,004
7
1,590
$303,721
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Scott Lieberwirth Work History
Scott has been registered as a financial advisor for 3 years.*
Spence Asset Management
University Of Texas At El Paso
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Scott Lieberwirth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Spence Asset Management
Las Cruces, NM
Denver, CO
Las Cruces, NM
Las Cruces, NM
Las Cruces, NM
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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