WOODRIDGE, ILCRD 135791Latest ADV January 29, 2026
Liberty Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Woodridge, IL. Its latest Form ADV filing, dated January 29, 2026, reports $173M in regulatory assets under management, 3 employees, 1 office, and 502 accounts.
Assets Under Management
$173M
Employees
3
Offices
1 office
Total Clients
243
Primary office
WOODRIDGE, IL
3550 HOBSON ROAD, SUITE 101, WOODRIDGE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.0% of total clients.
Top client categories% of clientsClients
1
Individuals
84.0%
204
2
HNWI
16.0%
39
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$173Mas of January 29, 2026
Discretionary92.8%
$160M
93% of total RAUM92.8%
Non-discretionary7.2%
$12M
7% of total RAUM7.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$173M
Total Accounts502
10Y AUM Change+$65M (+59.8%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee81:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2022. Charts show the most recent available filing segment under this CRD.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.