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LIBERTY ONE INVESTMENT MANAGEMENT

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

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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 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.

Firm Information

SEC Current StatusApproved
Firm CRD#304290
SEC#801-116826
Assets Managed by Firm$1,451,718,459
No. of Clients10814
No. of Advisors17

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total10814$1,451,718,459
Other investment advisers5$1,037,119,437

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