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Liberty Asset Management, LLC

● SEC registered since 2025CRD 142094SEC# 801-132496Allentown, PA
Export (members)
Reg. AUM
$141M
Employees
8
Accounts
579
Location
Allentown, PA

Liberty Asset Management, LLC assets under management

Liberty Asset Management, LLC operates as an SEC-registered investment adviser based in Allentown, PA. The firm has been registered since 2025. It reports $141 million in regulatory assets under management and employs 8 people.

Liberty Asset Management, LLC owners & executives

9 reported
NameTitleOwnershipSince
Benjamin Tyler ChunkoOwner10-25%2018
Charles James NotiOwner10-25%2018
Gary Stephen MayoOwner5-10%2018
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Frequently asked questions

How much does Liberty Asset Management, LLC manage?

Liberty Asset Management, LLC reports $141 million in regulatory assets under management on its Form ADV.

How many employees does Liberty Asset Management, LLC have?

Liberty Asset Management, LLC reports 8 employees.

Where is Liberty Asset Management, LLC located?

Liberty Asset Management, LLC is based in Allentown, PA and has been SEC-registered since 2025.

Does Liberty Asset Management, LLC disclose fund performance?

Liberty Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3570 Hamilton Blvd., Suite 301, Allentown, PA 18103
Phone610 398-7333
Fax610 398-7408
Office hours9:00 a.m. To 4:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes

Regulatory AUM

$141M▲ 33%
Mar '25 — $106.2MApr '25 — $106.2MMay '25 — $106.2MJun '25 — $106.2MJul '25 — $106.2MAug '25 — $106.2MSep '25 — $106.2MOct '25 — $106.2MNov '25 — $136.8MDec '25 — $136.8MJan '26 — $136.8MFeb '26 — $141MMar '26 — $141MApr '26 — $141MMay '26 — $141MJun '26 — $141M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$141Mregulatory AUM
Discretionary $141M