Harry
Dittmann
Liberty Private Client, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Harry Dittmann is a financial advisor who works in Wayne, Pennsylvania who has 3 years of relevant experience. Dittmann is on the advisory team at Liberty Private Client, LLC. Dittmann has gained experience at Girard Partners, LTD, Retired, Girard Private Investment Group and Liberty Private Client LLC. Dittmann holds a Series 65 license, designating them as an investment advisor representative, and is approved to work in Florida and Pennsylvania. Liberty Private Client, LLC is a company that has its headquarters in Fort Myers, FL. The firm has a total of six financial advisors. It oversees $199 million in assets under management between its 288 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 288 accounts, 39% belong to high-net-worth investors who have at least $1 million in assets available to invest. Liberty Private Client, Llc offers portfolio management for individuals and small businesses. Fees for financial advice largely vary depending on which service is offered. Fee types billed by Liberty Private Client, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Liberty Private Client, LLC Brokerage Details
$198,651,111
6
288
$689,761
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Harry Dittmann Work History
Harry has been registered as a financial advisor for 3 years.*
Liberty Private Client LLC
Girard Private Investment Group
Retired
Girard Partners, LTD
*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 Harry Dittmann 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 Liberty Private Client, LLC
Fort Myers, FL
Wayne, PA
Wayne, PA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.