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| Happy Holidays!! thanks for using AUM13F!! |
| Liberty Asset Management Inc
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| CRD # | 135791 |
| SEC # | 801-125862 |
| CIK # | 0001547202 |
| AUM | $143.3 M (2025-03-13) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 630-789-9653 |
| Address | 3550 Hobson Road Woodridge, IL 60517 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 241 | 74.0 |
| (b) Individuals (high net worth individuals) | 39 | 69.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 501 | 143.3 |
| By Discretionary | ||
| Discretionary | 470 | 132.4 |
| Non-Discretionary | 31 | 10.9 |
| Total | 501 | 143.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.3 | |
| Total | 501 | 143.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| SC 13G | [0001547202] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Liberty Asset Management LLC | Ruby Creek Resources Inc | [2012-04-19] |
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