Liberty Asset Management, Inc.
Liberty Asset Management, Inc. is an SEC-registered mass-market adviser in Woodridge, IL with $172.7M assets under management (AUM, regulatory AUM), +37% over one year. See who owns Liberty Asset Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 135791, SEC 801-125862, data through 2026-01-29.
- AUM (assets under management / regulatory AUM)
- $172.7M (2026-01-29)
- Firm type
- Mass-Market Adviser
- Location
- Woodridge, IL
- Employees
- 3
- Clients
- 243
- CRD
- 135791
- Ownership
- MOSTELLER, JAMES, ARTHUR
How much AUM does Liberty Asset Management, Inc. have?
Liberty Asset Management, Inc. reported $172.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-29).
Who owns Liberty Asset Management, Inc.?
Disclosed owners and executives of Liberty Asset Management, Inc. include MOSTELLER, JAMES, ARTHUR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.