LIBERTY ASSET MANAGEMENT, INC.
CRD #135791 SEC #801-125862 WOODRIDGE, IL 630-789-9653
SEC Registered
Total AUM
$143.3M
Discretionary
$132.4M
Employees
3
Clients
0
Accounts
501
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $143.3M | $132.4M | $10.9M | 3 | 0 |
| Sep 2025 | $143.3M | $132.4M | $10.9M | 3 | 0 |
| Mar 2025 | $143.3M | $132.4M | $10.9M | 3 | 0 |
| Aug 2024 | $126.1M | $119.5M | $6.6M | 3 | 0 |
| Aug 2024 | $126.1M | $119.5M | $6.6M | 3 | 0 |
| Jun 2024 | $126.1M | $119.5M | $6.6M | 3 | 0 |
| Mar 2024 | $126.1M | $119.5M | $6.6M | 3 | 0 |
| May 2023 | $107.4M | $99.5M | $7.9M | 3 | 0 |
| Apr 2023 | $107.4M | $99.5M | $7.9M | 3 | 0 |
| Mar 2023 | $107.4M | $99.5M | $7.9M | 3 | 0 |
| May 2022 | $108.1M | $98.3M | $9.8M | 3 | 0 |
| May 2012 | $55.3M | $33.2M | $22.1M | 1 | 218 |
| Mar 2012 | $55.3M | $33.2M | $22.1M | 1 | 218 |
| Feb 2009 | $33.7M | $10.6M | $23M | 5 | -- |
DateSep 2025
Total AUM$143.3M
Discretionary$132.4M
Non-Disc.$10.9M
Employees3
Clients0
DateSep 2025
Total AUM$143.3M
Discretionary$132.4M
Non-Disc.$10.9M
Employees3
Clients0
DateMar 2025
Total AUM$143.3M
Discretionary$132.4M
Non-Disc.$10.9M
Employees3
Clients0
DateAug 2024
Total AUM$126.1M
Discretionary$119.5M
Non-Disc.$6.6M
Employees3
Clients0
DateAug 2024
Total AUM$126.1M
Discretionary$119.5M
Non-Disc.$6.6M
Employees3
Clients0
DateJun 2024
Total AUM$126.1M
Discretionary$119.5M
Non-Disc.$6.6M
Employees3
Clients0
DateMar 2024
Total AUM$126.1M
Discretionary$119.5M
Non-Disc.$6.6M
Employees3
Clients0
DateMay 2023
Total AUM$107.4M
Discretionary$99.5M
Non-Disc.$7.9M
Employees3
Clients0
DateApr 2023
Total AUM$107.4M
Discretionary$99.5M
Non-Disc.$7.9M
Employees3
Clients0
DateMar 2023
Total AUM$107.4M
Discretionary$99.5M
Non-Disc.$7.9M
Employees3
Clients0
DateMay 2022
Total AUM$108.1M
Discretionary$98.3M
Non-Disc.$9.8M
Employees3
Clients0
DateMay 2012
Total AUM$55.3M
Discretionary$33.2M
Non-Disc.$22.1M
Employees1
Clients218
DateMar 2012
Total AUM$55.3M
Discretionary$33.2M
Non-Disc.$22.1M
Employees1
Clients218
DateFeb 2009
Total AUM$33.7M
Discretionary$10.6M
Non-Disc.$23M
Employees5
Clients--