LIBERTY ASSET MANAGEMENT, LLC
Legal name: LIBERTY ASSET MANAGEMENT
CRD #142094 SEC #801-132496 ALLENTOWN, PA 610 398-7333
SEC Registered
Total AUM
$136.8M
Discretionary
$136.8M
Employees
8
Clients
101
Accounts
572
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $136.8M | $136.8M | $0 | 8 | 0 |
| Nov 2025 | $136.8M | $136.8M | $0 | 8 | 0 |
| Nov 2025 | $136.8M | $136.8M | $0 | 8 | 0 |
| Nov 2025 | $136.8M | $136.8M | $0 | 8 | 0 |
| Oct 2025 | $106.2M | $106.2M | $0 | 5 | 0 |
| Aug 2025 | $106.2M | $106.2M | $0 | 6 | 0 |
| Jul 2025 | $106.2M | $106.2M | $0 | 6 | 0 |
| Jul 2025 | $106.2M | $106.2M | $0 | 6 | 0 |
| Jun 2025 | $106.2M | $106.2M | $0 | 6 | 0 |
| Jun 2025 | $106.2M | $106.2M | $0 | 6 | 0 |
| May 2025 | $106.2M | $106.2M | $0 | 6 | 0 |
| May 2025 | $106.2M | $106.2M | $0 | 6 | 0 |
| May 2025 | $106.2M | $106.2M | $0 | 6 | 0 |
| Mar 2025 | $106.2M | $106.2M | $0 | 6 | 0 |
| Jun 2015 | $34.5M | $34.5M | $0 | 6 | 191 |
| May 2015 | $34.5M | $34.5M | $0 | 6 | 191 |
| Apr 2015 | $34.5M | $34.5M | $0 | 6 | 191 |
| Apr 2015 | $34.5M | $34.5M | $0 | 6 | 191 |
| Mar 2015 | $34.5M | $34.5M | $0 | 6 | 191 |
| Feb 2015 | $34.5M | $34.5M | $0 | 6 | 191 |
| Jul 2014 | $103.2M | $30.2M | $72.9M | 6 | 450 |
| Jul 2014 | $103.2M | $30.2M | $72.9M | 7 | 450 |
| Jun 2014 | $103.2M | $30.2M | $72.9M | 7 | 450 |
| Apr 2014 | $103.2M | $30.2M | $72.9M | 7 | 450 |
| Apr 2014 | $103.2M | $30.2M | $72.9M | 7 | 450 |
| Mar 2014 | $103.2M | $30.2M | $72.9M | 7 | 450 |
| Mar 2014 | $103.2M | $30.2M | $72.9M | 7 | 450 |
| Mar 2013 | $166.1M | $53.7M | $112.4M | 9 | 300 |
| Mar 2013 | $166.1M | $53.7M | $112.4M | 9 | 300 |
| Mar 2012 | $130.7M | $31.7M | $98.9M | 6 | 300 |
| Mar 2011 | $129.4M | $41.7M | $87.7M | 10 | -- |
| Mar 2010 | $36.8M | $36.8M | $0 | 10 | -- |
| Mar 2009 | $25.5M | $25.5M | $0 | 10 | -- |
| Mar 2008 | $45.5M | $45.5M | $0 | 10 | -- |
| Mar 2007 | $44.7M | $8.1M | $36.6M | 5 | -- |
| Nov 2006 | $36.6M | $36.6M | $0 | 5 | -- |
DateNov 2025
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees8
Clients0
DateNov 2025
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees8
Clients0
DateNov 2025
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees8
Clients0
DateNov 2025
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees8
Clients0
DateOct 2025
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees5
Clients0
DateAug 2025
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees6
Clients0
DateJul 2025
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees6
Clients0
DateJul 2025
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2025
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2025
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees6
Clients0
DateMay 2025
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees6
Clients0
DateMay 2025
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees6
Clients0
DateMay 2025
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2015
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees6
Clients191
DateMay 2015
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees6
Clients191
DateApr 2015
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees6
Clients191
DateApr 2015
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees6
Clients191
DateMar 2015
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees6
Clients191
DateFeb 2015
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees6
Clients191
DateJul 2014
Total AUM$103.2M
Discretionary$30.2M
Non-Disc.$72.9M
Employees6
Clients450
DateJul 2014
Total AUM$103.2M
Discretionary$30.2M
Non-Disc.$72.9M
Employees7
Clients450
DateJun 2014
Total AUM$103.2M
Discretionary$30.2M
Non-Disc.$72.9M
Employees7
Clients450
DateApr 2014
Total AUM$103.2M
Discretionary$30.2M
Non-Disc.$72.9M
Employees7
Clients450
DateApr 2014
Total AUM$103.2M
Discretionary$30.2M
Non-Disc.$72.9M
Employees7
Clients450
DateMar 2014
Total AUM$103.2M
Discretionary$30.2M
Non-Disc.$72.9M
Employees7
Clients450
DateMar 2014
Total AUM$103.2M
Discretionary$30.2M
Non-Disc.$72.9M
Employees7
Clients450
DateMar 2013
Total AUM$166.1M
Discretionary$53.7M
Non-Disc.$112.4M
Employees9
Clients300
DateMar 2013
Total AUM$166.1M
Discretionary$53.7M
Non-Disc.$112.4M
Employees9
Clients300
DateMar 2012
Total AUM$130.7M
Discretionary$31.7M
Non-Disc.$98.9M
Employees6
Clients300
DateMar 2011
Total AUM$129.4M
Discretionary$41.7M
Non-Disc.$87.7M
Employees10
Clients--
DateMar 2010
Total AUM$36.8M
Discretionary$36.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$25.5M
Discretionary$25.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$45.5M
Discretionary$45.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$44.7M
Discretionary$8.1M
Non-Disc.$36.6M
Employees5
Clients--
DateNov 2006
Total AUM$36.6M
Discretionary$36.6M
Non-Disc.$0
Employees5
Clients--