Libra Asset Management
Financial Services • 
Syracuse, New York, United States • 1-10 Employees
Company overview
| Headquarters | Syracuse, New York, United States |
| Phone number | +16197394265 |
| Website | |
| NAICS | 52 |
| SIC | 671 |
| Keywords | Investments, Risk Management, Planning, Financial Advisory, Financial Literacy, Wealth Management, Retirement Planning, Insurance, Financial Planning |
| Founded | 2023 |
| Employees | 1-10 |
| Socials |
Key Contact at Libra Asset Management
Charles Polka
Managing Director
About Libra Asset Management
At Libra Asset Management, we guide individuals in planning for their future while seamlessly managing the daily necessities of today. Forward-looking yet present-focused, our ethos centers on the belief that everyone seeks balance across mind, body, and spirit – in family, profession, and personal life. From addressing today's bills to preparing for college tuition, retirement, and beyond, we provide tailored financial solutions. 💼 Diverse Clientele, Real Needs Serving families, business owners, professionals, teachers, and blue-collar workers, we ensure a personalized approach. We're more than just "wealth" or portfolio managers – we actively engage with our clients, valuing their priorities and goals. 📈 Comprehensive Planning, No Timelines While we aim for accumulation, income, retirement, and estate planning, life's complexity may alter paths. We meet you where you are, addressing your unique situation and evolving needs. 💡 Financial Balance Believing a balanced life leads to happiness, we extend this principle to your finances. To learn more about how we work visit www.planwithlibra.com. 💸 Transparent Service We're agnostic on fees – whether commission-based or fee-based, we're here to serve and ensure you're compensated fairly. Ask us anything about our compensation; we believe in transparency and respect. Securities and Advisory Services are offered through Cadaret Grant & Co. Inc., a Registered Investment Advisor, and Member FINRA (www.finra.org) /SIPC (www.sipc.org). Libra Asset Management, JBS Asset Management and Cadaret Grant & Co. Inc. operate as separate entities. Financial professionals on this site are registered for securities and insurance business in specific states. Contact with residents of other states complies with applicable licensing and registration requirements. This information is intended for U.S. residents and does not constitute an offer to sell brokerage services to persons outside the United States.
Libra Asset Management revenue & valuation
| Annual revenue | $37,500,000 |
| Revenue per employee | $37,500,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $120,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Libra Asset Management has 1 employees across 1 departments.
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Number of employees
Funding Data
Libra Asset Management has never raised funding before.
Libra Asset Management Tech Stack
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Netherlands
Spain
Lebanon
Australia
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