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Liberty Asset Management, Inc.

● SEC registered since 2022CRD 135791SEC# 801-125862Woodridge, IL
Export (members)
Reg. AUM
$143.3M
Employees
3
Accounts
501
Location
Woodridge, IL

Liberty Asset Management, Inc. assets under management

Liberty Asset Management, Inc. is a registered investment adviser overseen by the SEC based in Woodridge, IL. The firm has been registered since 2022. It reports $143.3 million in regulatory assets under management and employs 3 people.
www.facebook.com/libertyassetmanagementView on SEC.gov ↗

Liberty Asset Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
James Arthur Mosteller ControlChief Compliance OfficerOver 75%2007
James Arthur Mosteller ControlPresidentOver 75%2005

Frequently asked questions

How much does Liberty Asset Management, Inc. manage?

Liberty Asset Management, Inc. reports $143.3 million in regulatory assets under management on its Form ADV.

How many employees does Liberty Asset Management, Inc. have?

Liberty Asset Management, Inc. reports 3 employees.

Where is Liberty Asset Management, Inc. located?

Liberty Asset Management, Inc. is based in Woodridge, IL and has been SEC-registered since 2022.

Does Liberty Asset Management, Inc. disclose fund performance?

Liberty Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3550 Hobson Road, Suite 101, Woodridge, IL 60517
Phone630-789-9653
Fax630-352-3422
Office hours8:30 a.m. To 5:00 p.m. (Cst)
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$132.4M
Non-discretionary$10.9M
Total (RAUM)$143.3M