LIBERTY ONE INVESTMENT MANAGEMENT

1509 N. Milwaukee Ave.
Libertyville, Illinois 60048
Tel: 847-680-9255

About LIBERTY ONE INVESTMENT MANAGEMENT

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 20 offices throughout the country.

LIBERTY ONE INVESTMENT MANAGEMENT is a Libertyville, Illinois based Financial Planning firm with nearly $1,967,649,519 assets under management, offering retirement planning & investment advisory services to 14692 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304290
SEC#	801-116826
Assets Managed by Firm	$1,967,649,519
No. of Clients	14692
No. of Advisors	18

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	14692	$1,967,649,519
Other investment advisers	9	$1,121,560,226

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