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| Liberty Asset Management LLC
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|---|---|
| CRD # | 142094 |
| SEC # | 801-132496 |
| CIK # | 0001547202 |
| AUM | 141.0 M (2026-02-25) |
| Employees | 8 (62% Investors, 62% Brokers) |
| Fees | |
| Minimum | |
| 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) | 302 | 74.0 |
| (b) Individuals (high net worth individuals) | 26 | 63.3 |
| (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 | 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 | 3.5 |
| (n) Other | 0 | 0.0 |
| Total | 579 | 141.0 |
| By Discretionary | ||
| Discretionary | 579 | 141.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 579 | 141.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 141.0 | |
| Total | 579 | 141.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| SC 13G | [0001547202] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Liberty Asset Management LLC | Ruby Creek Resources Inc | [2012-04-19] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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