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LIBERTY ASSET MANAGEMENT
LIBERTY ASSET MANAGEMENT, LLC
CRD 142094 · SEC 801-132496
3570 HAMILTON BLVD., SUITE 301, ALLENTOWN, PA, 18103, United States
Phone
610 398-7333
Fax
610 398-7408
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$141.0M
Discretionary AUM
$141.0M
Team
8 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 302 | $74.0M |
| High net worth individuals | 26 | $63.3M |
| Charitable organizations | 1 | $244K |
| Corporations/business entities | 2 | $3.5M |
States served
LA, PA, TX
All web addresses on file
- https://www.linkedin.com/in/rick-frable-cfp%C2%AE-chfc-17198813/
- https://www.linkedin.com/in/benchunko/
- HTTPS://LWMGMT.COM
- https://www.linkedin.com/in/kent-lane-31a15320a/
- https://www.linkedin.com/in/benchunko
- https://www.Linkedin.com/in/rick-frable-cfp-chfc-17198813
- https://www.Linkedin.com/in/Charles-noti-b164a125
- https://www.Linkedin.com/in/gary-mayo-cfp-a0310770
Official SEC filing: View on IAPD