1509 N. Milwaukee Ave.
Libertyville, Illinois 60048
Tel: 847-680-9255
LIBERTY ONE INVESTMENT MANAGEMENT, formally registered with the SEC as LIBERTY ONE INVESTMENT MANAGEMENT. The firm was established in 06/21/2019. They have over 17 offices throughout the country.
LIBERTY ONE INVESTMENT MANAGEMENT is a Libertyville, Illinois based Financial Planning firm with nearly $1,451,718,459 assets under management, offering retirement planning & investment advisory services to 10814 clients. The firm is staffed with 17 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 304290 |
SEC# | 801-116826 |
Assets Managed by Firm | $1,451,718,459 |
No. of Clients | 10814 |
No. of Advisors | 17 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 10814 | $1,451,718,459 |
Other investment advisers | 5 | $1,037,119,437 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$902,656,985,580 | 41219 | 726 | |
$400,637,542,107 | 425 | 193 | |
$346,833,814,021 | 1713518 | 479 | |
$248,648,334,766 | 70634 | 421 | |
$209,018,543,172 | 551 | 271 |
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