Overview
Assets Under Management: $173 million
Headquarters: WOODRIDGE, IL
High-Net-Worth Clients: 39
Average Client Assets: $2.3 million
Frequently Asked Questions
LIBERTY ASSET MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #135791), LIBERTY ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
LIBERTY ASSET MANAGEMENT, INC. is headquartered in WOODRIDGE, IL.
LIBERTY ASSET MANAGEMENT, INC. serves 39 high-net-worth clients according to their SEC filing dated January 29, 2026. View client details ↓
According to their SEC Form ADV, LIBERTY ASSET MANAGEMENT, INC. offers portfolio management for individuals. View all service details ↓
LIBERTY ASSET MANAGEMENT, INC. manages $173 million in client assets according to their SEC filing dated January 29, 2026.
According to their SEC Form ADV, LIBERTY ASSET MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.34%
Average Client Assets: $2.3 million
Total Client Accounts: 502
Discretionary Accounts: 464
Non-Discretionary Accounts: 38
Regulatory Filings
CRD Number: 135791
Filing ID: 2040749
Last Filing Date: 2026-01-29 14:20:24