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Liberty One Investment Management, LLC

● SEC registered since 2019CRD 304290SEC# 801-116826Libertyville, IL
Export (members)
Reg. AUM
$2.38B
Employees
19
Accounts
17,276
Location
Libertyville, IL

Liberty One Investment Management, LLC assets under management

Liberty One Investment Management, LLC operates as an SEC-registered investment adviser based in Libertyville, IL. The firm has been registered since 2019. It reports $2.4 billion in regulatory assets under management and employs 19 people.

Liberty One Investment Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
818, Inc. ControlMemberOver 75%2018
Benjamin William Pahl ControlPresidentUnder 5%2019
Brayden Wayne Cummings ControlChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Liberty One Investment Management, LLC manage?

Liberty One Investment Management, LLC reports $2.4 billion in regulatory assets under management on its Form ADV.

How many employees does Liberty One Investment Management, LLC have?

Liberty One Investment Management, LLC reports 19 employees.

Where is Liberty One Investment Management, LLC located?

Liberty One Investment Management, LLC is based in Libertyville, IL and has been SEC-registered since 2019.

Does Liberty One Investment Management, LLC disclose fund performance?

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

Contact & registration

Address1509 N. Milwaukee Ave., Libertyville, IL 60048
Phone847-680-9255
Fax847-680-9051
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1807328
Discloses disciplinary historyNo

Assets under management

Discretionary$1.19B
Non-discretionary$1.18B
Total (RAUM)$2.38B