Liberty Asset Management
Liberty Asset Management is an SEC-registered mass-market adviser in Allentown, PA with $141.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Liberty Asset Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 142094, SEC 801-132496, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $141.0M (2026-02-25)
- Firm type
- Mass-Market Adviser
- Location
- Allentown, PA
- Employees
- 8
- Clients
- 331
- CRD
- 142094
- Ownership
- MENZIES, GARY, DONALD; FRABLE, RICHARD, ERIC; MAYO, GARY, STEPHEN; CHUNKO, BENJAMIN, TYLER; NOTI, CHARLES, JAMES
How much AUM does Liberty Asset Management have?
Liberty Asset Management reported $141.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Liberty Asset Management?
Disclosed owners and executives of Liberty Asset Management include MENZIES, GARY, DONALD, FRABLE, RICHARD, ERIC, MAYO, GARY, STEPHEN, CHUNKO, BENJAMIN, TYLER, NOTI, CHARLES, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.