Liberty Asset Management, Inc.
● SEC registered since 2022CRD 135791SEC# 801-125862Woodridge, IL
Reg. AUM
$172.7M
Employees
3
Accounts
502
Location
Woodridge, IL
Liberty Asset Management, Inc. assets under management
Liberty Asset Management, Inc. is a registered investment adviser overseen by the SEC based in Woodridge, IL. The firm has been registered since 2022. It reports $172.7 million in regulatory assets under management and employs 3 people.
Liberty Asset Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Arthur Mosteller Control | President | Over 75% | 2005 |
| James Arthur Mosteller Control | Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Liberty Asset Management, Inc. manage?
Liberty Asset Management, Inc. reports $172.7 million in regulatory assets under management on its Form ADV.
How many employees does Liberty Asset Management, Inc. have?
Liberty Asset Management, Inc. reports 3 employees.
Where is Liberty Asset Management, Inc. located?
Liberty Asset Management, Inc. is based in Woodridge, IL and has been SEC-registered since 2022.
Does Liberty Asset Management, Inc. disclose fund performance?
Liberty Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3550 Hobson Road, Suite 101, Woodridge, IL 60517 |
| Phone | 630-789-9653 |
| Fax | 630-352-3422 |
| Office hours | 8:30 a.m. To 5:00 p.m. (Cst) |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$172.7M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$172.7Mregulatory AUM
Discretionary $160.3MNon-discretionary $12.5M