LIBERTY ASSET MANAGEMENT, INC.

LIBERTY ASSET MANAGEMENT, INC. of WOODRIDGE, IL is an SEC-registered investment adviser (CRD 135791). Regulatory assets under management: $172.7M.

Registration

• CRD: 135791
• SEC file number: 801-125862
• Type: Registered investment adviser
• Location: 3550 HOBSON ROAD, SUITE 101, WOODRIDGE, IL, 60517
• Phone: 630-789-9653
• Latest filing: 2026-01-29
• Regulatory AUM: $172.7M
• Discretionary AUM: $160.3M
• Non-discretionary AUM: $12.5M
• Clients: 3
• Accounts: 502

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135791 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search