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LIBERTY ONE INVESTMENT MANAGEMENT
LIBERTY ONE INVESTMENT MANAGEMENT, LLC
CRD 304290 · SEC 801-116826
1509 N. MILWAUKEE AVE., LIBERTYVILLE, IL, 60048, United States
Phone
847-680-9255
Fax
847-680-9051
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.05B
Discretionary AUM
$1.05B
Team
20 total employees; 19 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-14
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 3 | $85.4M |
| Other investment advisers | 7 | $966.7M |
States served
AZ, CA, CO, DE, GA, IL, KY, LA, MA, MN, NE, NV, NC, OH, OK, PA, TN, UT, WV, WI, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD