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Building 2LIBERTY ASSET MANAGEMENT

Map pinALLENTOWN, PA
Phone610 398-7333
NotebookSEC #801-132496
Total AUM
$141M
Employees
8
Clients
331

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3570 HAMILTON BLVD.
SUITE 301
ALLENTOWN
PA 18103
United States
Operating Hours
9:00 AM TO 4:30 PM
Monday - Friday
Phone
610 398-7333
Other Offices
1

ReceiptFinancials

Total AUM
$141M
Accounts
579
Discretionary
$141M
Accounts
579
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
302
AUM
$74M
HNW Individual Clients
26
AUM
$63.3M
Charitable Organization Clients
1
AUM
$243.7K
Corporation or Business Clients
2
AUM
$3.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Violation Finding
State Registrations
LAPATX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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