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Building 2LIBERTY ASSET MANAGEMENT

Map pinALLENTOWN, PA
Phone610 398-7333
NotebookSEC #801-67296
Total AUM
$34.5M
Employees
6
Clients
0

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

ReceiptFinancials

Total AUM
$34.5M
Accounts
297
Discretionary
$34.5M
Accounts
297
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISERS FEES

Shield checkCompliance

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

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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