RIA Intelligence

LIEBERMAN ASSET MANAGEMENT, LLC.

CRD #125795 SEC #801-62260 PARAMUS, NJ 201-986-1900
SEC Registered
Total AUM
$44M
Discretionary
$43.4M
Employees
5
Clients
10
Accounts
91

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 4, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LIEBERMAN, CHARLESIMANAGING MEMBERE Control
LIEBERMAN, CHARLESIMANAGING MEMBERE Control
TRUST FBO DAVID JONATHAN LIEBERMAN, DATED 08/07/1980, MARTIN SMITHLNE AND ANNE LIEBERMAN AS TRUSTEESDEPASSIVE INVESTORA
TRUST FBO DAVID JONATHAN LIEBERMAN, DATED 08/07/1980, MARTIN SMITHLNE AND ANNE LIEBERMAN AS TRUSTEESDEPASSIVE INVESTORA
TRUST FBO JEREMY ALAN LIEBERMAN, DATED 04/02/1985, MARTIN SMITHLNE AND ANNE LIEBERMAN AS TRUSTEESDEPASSIVE INVESTORA
TRUST FBO JEREMY ALAN LIEBERMAN, DATED 04/02/1985, MARTIN SMITHLNE AND ANNE LIEBERMAN AS TRUSTEESDEPASSIVE INVESTORA
TRUST FBO MICHAEL STEVEN LIEBERMAN, DATED 08/07/1980, MARTIN SMITHLNE AND ANNE LIEBERMAN AS TRUSTEESDEPASSIVE INVESTORA
TRUST FBO MICHAEL STEVEN LIEBERMAN, DATED 08/07/1980, MARTIN SMITHLNE AND ANNE LIEBERMAN AS TRUSTEESDEPASSIVE INVESTORA

Registrations

Federal

IA
Jan 4, 2005 REGISTERED

Notice Filings (3)

CT NJ NY

Address

WEST 115 CENTURY ROAD
PARAMUS, NJ 7652
USA
Phone: 201-986-1900