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| Happy Holidays!! thanks for using AUM13F!! |
| Liberty Asset Management LLC
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| CRD # | 142094 |
| SEC # | 801-132496 |
| CIK # | 0001547202 |
| AUM | $106.2 M (2025-07-14) |
| Employees | 6 (83% Investors, 83% Brokers) |
| Phone | 610-398-7333 |
| Address | 3570 Hamilton Blvd Allentown, PA 18103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 320 | 102.9 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 1 | 0.2 |
| (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 | 2 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 539 | 106.2 |
| By Discretionary | ||
| Discretionary | 539 | 106.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 539 | 106.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 106.2 | |
| Total | 539 | 106.2 |
| 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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|---|---|---|
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✚
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|
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0.1 | |
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