LIBERTY ASSET MANAGEMENT, INC.

CRD 135791 · SEC 801-125862

3550 HOBSON ROAD, SUITE 101, WOODRIDGE, IL, 60517, United States

Phone

630-789-9653

Fax

630-352-3422

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$172.7M

Discretionary AUM

$160.3M

Team

3 total employees; 3 advisory reps

Clients

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-01-29

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	204	$84.0M
High net worth individuals	39	$88.7M

IL, OK, TX

Official SEC filing: View on IAPD