LIBERTY ASSET MANAGEMENT, INC.

3550 Hobson Road
Suite 101
Woodridge, Illinois 60517
Tel: 630-789-9653

About LIBERTY ASSET MANAGEMENT, INC.

LIBERTY ASSET MANAGEMENT, INC, formally registered with the SEC as LIBERTY ASSET MANAGEMENT, INC. The firm was established in 06/10/2022. They have over 2 offices throughout the country.

LIBERTY ASSET MANAGEMENT, INC. is a Woodridge, Illinois based Financial Planning firm with nearly $126,106,194 assets under management, offering retirement planning & investment advisory services to 479 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	135791
SEC#	801-125862
Assets Managed by Firm	$126,106,194
No. of Clients	479
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	479	$126,106,194
Individuals (other than high net worth individuals)	213	$64,176,770
High net worth individuals	33	$61,929,424

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