Investment adviser · CRD 135791
LIBERTY ASSET MANAGEMENT, INC.
Investment adviser filing (IA)
WOODRIDGE, IL, United States · Form ADV filed Aug 11, 2026
- Regulatory AUM
- $173M Form ADV · Item 5.F
- Client accounts
- 502 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 39 | $88,676,994 | 51.3% |
| Individuals | 204 | $84,039,919 | 48.7% |
Filing source
Form ADV 2124635 · Aug 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 11, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
3550 HOBSON ROAD, SUITE 101WOODRIDGE, IL, 60517, United States
CRD 135791
Filing source
Form ADV 2124635 · Aug 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.