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Building 2LIBERTY ONE INVESTMENT MANAGEMENT

Map pinLIBERTYVILLE, IL
Phone847-680-9255
NotebookSEC #801-116826
Total AUM
$1.1B
Employees
20
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1509 N. MILWAUKEE AVE.
LIBERTYVILLE
IL 60048
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
847-680-9255
Other Offices
18

ReceiptFinancials

Total AUM
$1.1B
Accounts
6,469
Discretionary
$1.1B
Accounts
6,469
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
3
AUM
$85.4M
Investment Advisor Clients
7
AUM
$966.7M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACODEFLGAILKYLAMAMNMONCNENVOHOKPATNTXUTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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