Active
LIBERTY ASSET MANAGEMENT, INC.
Investment Advice|WOODRIDGE, IL
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$143.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 132.4M |
| Non-Discretionary | 10.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 135791 |
| SEC Number | 801-125862 |
| Street Address | 3550 HOBSON ROAD |
| Street Address 2 | SUITE 101 |
| Location | WOODRIDGE, IL 60517 |
| Country | United States |
| Phone | 630-789-9653 |
| Fax | 630-352-3422 |
| Total Employees | 3 |
Client Count by Type (280 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 241 |
| High Net Worth Individual… | 39 |
Community Partners
CITY OF DARIEN
CITY OF ELMHURST
CITY OF OAKBROOK TERRACE
CITY OF WARRENVILLE
CITY OF WEST CHICAGO
CITY OF WHEATON
CITY OF WOOD DALE
COUNTY OF DUPAGE
DUPAGE PUBLIC SAFETY COMM
KAIVAL GYAN CHICAGO FOUNDATION
MILTON TOWNSHIP HIGHWAY DEPARTMENT
SEVA SENIOR HOME CARE SERVICES, LLC
SOCIETY OF INFECTIOUS DISEASES PHARMACISTS
TOWNSHIP OF ADDISON
TOWNSHIP OF BLOOMINGDALE
TOWNSHIP OF DOWNERS GROVE
TOWNSHIP OF LISLE
TOWNSHIP OF MILTON
TOWNSHIP OF NAPERVILLE
TOWNSHIP OF WAYNE
CITY OF DARIEN
CITY OF ELMHURST
CITY OF OAKBROOK TERRACE
CITY OF WARRENVILLE
CITY OF WEST CHICAGO
CITY OF WHEATON
CITY OF WOOD DALE
COUNTY OF DUPAGE
DUPAGE PUBLIC SAFETY COMM
KAIVAL GYAN CHICAGO FOUNDATION
MILTON TOWNSHIP HIGHWAY DEPARTMENT
SEVA SENIOR HOME CARE SERVICES, LLC
SOCIETY OF INFECTIOUS DISEASES PHARMACISTS
TOWNSHIP OF ADDISON
TOWNSHIP OF BLOOMINGDALE
TOWNSHIP OF DOWNERS GROVE
TOWNSHIP OF LISLE
TOWNSHIP OF MILTON
TOWNSHIP OF NAPERVILLE
TOWNSHIP OF WAYNE
CITY OF DARIEN
CITY OF ELMHURST
CITY OF OAKBROOK TERRACE
CITY OF WARRENVILLE
CITY OF WEST CHICAGO
CITY OF WHEATON
CITY OF WOOD DALE
COUNTY OF DUPAGE
DUPAGE PUBLIC SAFETY COMM
KAIVAL GYAN CHICAGO FOUNDATION
MILTON TOWNSHIP HIGHWAY DEPARTMENT
SEVA SENIOR HOME CARE SERVICES, LLC
SOCIETY OF INFECTIOUS DISEASES PHARMACISTS
TOWNSHIP OF ADDISON
TOWNSHIP OF BLOOMINGDALE
TOWNSHIP OF DOWNERS GROVE
TOWNSHIP OF LISLE
TOWNSHIP OF MILTON
TOWNSHIP OF NAPERVILLE
TOWNSHIP OF WAYNE
Municipal Government
42 Active
42
Organizations
ADDISON FIRE PROTECTION DISTRICT 1
ADDISON PARK DISTRICT
BENSENVILLE FIRE PROTECTION DISTRICT 1
BENSENVILLE FIRE PROTECTION DISTRICT 2
BENSENVILLE PARK DISTRICT
BENSENVILLE PUBLIC LIBRARY DISTRICT
BLOOMINGDALE FIRE PROTECTION DISTRICT 1
BLOOMINGDALE PARK DISTRICT
BOLINGBROOK PARK DISTRICT
BROOKERIDGE PARK DISTRICT
BURR RIDGE PARK DISTRICT
CAROL STREAM FIRE PROTECTION DISTRICT
CAROL STREAM PARK DISTRICT
CLARENDON-BLACKHAWK MOSQUITO ABATEMENT DISTRICT
CLARENDON HILLS PARK DISTRICT
DARIEN PARK DISTRICT
DARIEN WOODRIDGE FIRE PROTECTION DISTRICT INC
DUPAGE AIRPORT AUTHORITY
DUPAGE COUNTY FOREST PRESERVE DISTRICT
DUPAGE HOUSING AUTHORITY
ADDISON FIRE PROTECTION DISTRICT 1
ADDISON PARK DISTRICT
BENSENVILLE FIRE PROTECTION DISTRICT 1
BENSENVILLE FIRE PROTECTION DISTRICT 2
BENSENVILLE PARK DISTRICT
BENSENVILLE PUBLIC LIBRARY DISTRICT
BLOOMINGDALE FIRE PROTECTION DISTRICT 1
BLOOMINGDALE PARK DISTRICT
BOLINGBROOK PARK DISTRICT
BROOKERIDGE PARK DISTRICT
BURR RIDGE PARK DISTRICT
CAROL STREAM FIRE PROTECTION DISTRICT
CAROL STREAM PARK DISTRICT
CLARENDON-BLACKHAWK MOSQUITO ABATEMENT DISTRICT
CLARENDON HILLS PARK DISTRICT
DARIEN PARK DISTRICT
DARIEN WOODRIDGE FIRE PROTECTION DISTRICT INC
DUPAGE AIRPORT AUTHORITY
DUPAGE COUNTY FOREST PRESERVE DISTRICT
DUPAGE HOUSING AUTHORITY
ADDISON FIRE PROTECTION DISTRICT 1
ADDISON PARK DISTRICT
BENSENVILLE FIRE PROTECTION DISTRICT 1
BENSENVILLE FIRE PROTECTION DISTRICT 2
BENSENVILLE PARK DISTRICT
BENSENVILLE PUBLIC LIBRARY DISTRICT
BLOOMINGDALE FIRE PROTECTION DISTRICT 1
BLOOMINGDALE PARK DISTRICT
BOLINGBROOK PARK DISTRICT
BROOKERIDGE PARK DISTRICT
BURR RIDGE PARK DISTRICT
CAROL STREAM FIRE PROTECTION DISTRICT
CAROL STREAM PARK DISTRICT
CLARENDON-BLACKHAWK MOSQUITO ABATEMENT DISTRICT
CLARENDON HILLS PARK DISTRICT
DARIEN PARK DISTRICT
DARIEN WOODRIDGE FIRE PROTECTION DISTRICT INC
DUPAGE AIRPORT AUTHORITY
DUPAGE COUNTY FOREST PRESERVE DISTRICT
DUPAGE HOUSING AUTHORITY
Special District
79 Active
79
Organizations
ADDISON SCHOOL DISTRICT 4
B&B NETWORKS, INC.
BENJAMIN SCHOOL DISTRICT 25
BENSENVILLE SCHOOL DISTRICT 2
BLOOMINGDALE SCHOOL DISTRICT 13
BUTLER SCHOOL DISTRICT 53
CASS SCHOOL DISTRICT 63
COLLEGE OF DUPAGE
COMMUNITY CONSOLIDATED SCHOOL DISTRICT 181
COMMUNITY CONSOLIDATED SCHOOL DISTRICT 89
COMMUNITY CONSOLIDATED SCHOOL DISTRICT 93
COMMUNITY HIGH SCHOOL DISTRICT 94
COMMUNITY HIGH SCHOOL DISTRICT 99
COMMUNITY UNIT SCHOOL DISTRICT 200
COMMUNITY UNIT SCHOOL DISTRICT NO 201
COOPERATIVE ASSOCIATION FOR SPECIAL EDUCATION
DARIEN SCHOOL DISTRICT 61
DOWNERS GROVE ELEMENTARY SCHOOL DISTRICT 58
DUPAGE AREA OCCUPATIONAL EDUCATION SYSTEM
DU PAGE HIGH SCHOOL DIST 88
ADDISON SCHOOL DISTRICT 4
B&B NETWORKS, INC.
BENJAMIN SCHOOL DISTRICT 25
BENSENVILLE SCHOOL DISTRICT 2
BLOOMINGDALE SCHOOL DISTRICT 13
BUTLER SCHOOL DISTRICT 53
CASS SCHOOL DISTRICT 63
COLLEGE OF DUPAGE
COMMUNITY CONSOLIDATED SCHOOL DISTRICT 181
COMMUNITY CONSOLIDATED SCHOOL DISTRICT 89
COMMUNITY CONSOLIDATED SCHOOL DISTRICT 93
COMMUNITY HIGH SCHOOL DISTRICT 94
COMMUNITY HIGH SCHOOL DISTRICT 99
COMMUNITY UNIT SCHOOL DISTRICT 200
COMMUNITY UNIT SCHOOL DISTRICT NO 201
COOPERATIVE ASSOCIATION FOR SPECIAL EDUCATION
DARIEN SCHOOL DISTRICT 61
DOWNERS GROVE ELEMENTARY SCHOOL DISTRICT 58
DUPAGE AREA OCCUPATIONAL EDUCATION SYSTEM
DU PAGE HIGH SCHOOL DIST 88
ADDISON SCHOOL DISTRICT 4
B&B NETWORKS, INC.
BENJAMIN SCHOOL DISTRICT 25
BENSENVILLE SCHOOL DISTRICT 2
BLOOMINGDALE SCHOOL DISTRICT 13
BUTLER SCHOOL DISTRICT 53
CASS SCHOOL DISTRICT 63
COLLEGE OF DUPAGE
COMMUNITY CONSOLIDATED SCHOOL DISTRICT 181
COMMUNITY CONSOLIDATED SCHOOL DISTRICT 89
COMMUNITY CONSOLIDATED SCHOOL DISTRICT 93
COMMUNITY HIGH SCHOOL DISTRICT 94
COMMUNITY HIGH SCHOOL DISTRICT 99
COMMUNITY UNIT SCHOOL DISTRICT 200
COMMUNITY UNIT SCHOOL DISTRICT NO 201
COOPERATIVE ASSOCIATION FOR SPECIAL EDUCATION
DARIEN SCHOOL DISTRICT 61
DOWNERS GROVE ELEMENTARY SCHOOL DISTRICT 58
DUPAGE AREA OCCUPATIONAL EDUCATION SYSTEM
DU PAGE HIGH SCHOOL DIST 88
School District
54 Active
54
Organizations
1064 GIVERS
1307 ROSEBURG CHAPTER
1495108 ALLSTATE WHEELING TMS
14 PLUS 1 INC NFP
200T LOCAL
2014 CENTRAL NATIONAL MEET
202 OAK BROOK CHAPTER OF TROUT UNLIMITED
222 FOUNDATION
2265 TCF OF THE HUNTSVILLE AREA
28676481 JMG FINANCIAL GROUP
3 SMILES FOUNDATION INC
4 KIDS SAKE
4 Paws 4U 4 Ever
504TH MILITARY POLICE BATTALION ASSOCIATION INC
515 A3 INITIATIVE
5600K FOUNDATION
6000 MOMS NFP
630 CNC INC
670644 PINNACLE TOASTMASTERS
A85 CURE FOUNDATION INC
1064 GIVERS
1307 ROSEBURG CHAPTER
1495108 ALLSTATE WHEELING TMS
14 PLUS 1 INC NFP
200T LOCAL
2014 CENTRAL NATIONAL MEET
202 OAK BROOK CHAPTER OF TROUT UNLIMITED
222 FOUNDATION
2265 TCF OF THE HUNTSVILLE AREA
28676481 JMG FINANCIAL GROUP
3 SMILES FOUNDATION INC
4 KIDS SAKE
4 Paws 4U 4 Ever
504TH MILITARY POLICE BATTALION ASSOCIATION INC
515 A3 INITIATIVE
5600K FOUNDATION
6000 MOMS NFP
630 CNC INC
670644 PINNACLE TOASTMASTERS
A85 CURE FOUNDATION INC
1064 GIVERS
1307 ROSEBURG CHAPTER
1495108 ALLSTATE WHEELING TMS
14 PLUS 1 INC NFP
200T LOCAL
2014 CENTRAL NATIONAL MEET
202 OAK BROOK CHAPTER OF TROUT UNLIMITED
222 FOUNDATION
2265 TCF OF THE HUNTSVILLE AREA
28676481 JMG FINANCIAL GROUP
3 SMILES FOUNDATION INC
4 KIDS SAKE
4 Paws 4U 4 Ever
504TH MILITARY POLICE BATTALION ASSOCIATION INC
515 A3 INITIATIVE
5600K FOUNDATION
6000 MOMS NFP
630 CNC INC
670644 PINNACLE TOASTMASTERS
A85 CURE FOUNDATION INC
Nonprofit Organization
4277 Active
4277
Organizations
Community Partners192 organizations
CITY OF ELMHURST
Municipal Government·ELMHURST
CITY OF WARRENVILLE
Municipal Government·WARRENVILLE
CITY OF WHEATON
Municipal Government·WHEATON
CITY OF WOOD DALE
Municipal Government·WOOD DALE
DUPAGE PUBLIC SAFETY COMM
Municipal Government·WHEATON
KAIVAL GYAN CHICAGO FOUNDATION
Municipal Government·CAROL STREAM
MILTON TOWNSHIP HIGHWAY DEPARTMENT
Municipal Government·GLEN ELLYN
SEVA SENIOR HOME CARE SERVICES, LLC
Municipal Government·NAPERVILLE
SOCIETY OF INFECTIOUS DISEASES PHARMACISTS
Municipal Government·LOMBARD
TOWNSHIP OF ADDISON
Municipal Government·ADDISON
VILLAGE OF BLOOMINGDALE
Municipal Government·BLOOMINGDALE
VILLAGE OF BOLINGBROOK
Municipal Government·BOLINGBROOK
VILLAGE OF GLENDALE HEIGHTS
Municipal Government·GLENDALE HEIGHTS
VILLAGE OF GLEN ELLYN
Municipal Government·GLEN ELLYN
VILLAGE OF LISLE
Municipal Government·LISLE
VILLAGE OF ROSELLE
Municipal Government·ROSELLE
VILLAGE OF WAYNE
Municipal Government·WAYNE
VILLAGE OF WESTMONT
Municipal Government·WESTMONT
VILLAGE OF WILLOWBROOK
Municipal Government·WILLOWBROOK
VILLAGE OF WOODRIDGE
Municipal Government·WOODRIDGE
WESTERN DUPAGE SPECIAL RE
Municipal Government·CAROL STREAM
ADDISON PARK DISTRICT
Special District·ADDISON
BENSENVILLE FIRE PROTECTION DISTRICT 1
Special District·BENSENVILLE
BENSENVILLE FIRE PROTECTION DISTRICT 2
Special District·BENSENVILLE
BENSENVILLE PARK DISTRICT
Special District·BENSENVILLE
BOLINGBROOK PARK DISTRICT
Special District·BOLINGBROOK
BROOKERIDGE PARK DISTRICT
Special District·BOLINGBROOK
CLARENDON-BLACKHAWK MOSQUITO ABATEMENT DISTRICT
Special District·CLARENDON HILLS
DARIEN WOODRIDGE FIRE PROTECTION DISTRICT INC
Special District·DARIEN
DUPAGE HOUSING AUTHORITY
Special District·WHEATON
ELMHURST PARK DISTRICT
Special District·ELMHURST
FIFTY THREE TRAILS ESTATES PARK DISTRICT
Special District·ADDISON
FOUNTAINDALE PUBLIC LIBRARY DISTRICT
Special District·BOLINGBROOK
GLENBARD WASTEWATER AUTHORITY
Special District·GLEN ELLYN
GLEN ELLYN COUNTRYSIDE PARK DISTRICT
Special District·GLEN ELLYN
GLEN ELLYN PARK DISTRICT
Special District·GLEN ELLYN
GLEN ELLYN VOLUNTEER FIRE CO
Special District·GLEN ELLYN
GLENSIDE FIRE PROTECTION DISTRICT
Special District·GLENDALE HEIGHTS
GOLFVIEW HILLS FIRE PROTECTION DISTRICT
Special District·HINSDALE
GOLFVIEW HILLS PARK DISTRICT
Special District·CLARENDON HILLS
NAPERVILLE FIRE PROTECTION DISTRICT
Special District·NAPERVILLE
NORTHEAST DUPAGE SPECIAL RECREATION ASSOCIATION
Special District·ADDISON
OAK BROOK PARK DISTRICT
Special District·OAK BROOK
PRAIRIE TRAIL AUTHORITY
Special District·WHEATON
B&B NETWORKS, INC.
School District·WEST CHICAGO
COLLEGE OF DUPAGE
School District·GLEN ELLYN
COOPERATIVE ASSOCIATION FOR SPECIAL EDUCATION
School District·GLENDALE HEIGHTS
DUPAGE AREA OCCUPATIONAL EDUCATION SYSTEM
School District·ADDISON
DU PAGE HIGH SCHOOL DIST 88
School District·ADDISON
GLENBARD TOWNSHIP HIGH SCHOOL DISTRICT 87
School District·GLEN ELLYN
INDIAN TRAIL JUNIOR HIGH SCHOOL
School District·ADDISON
LITTLE KIDS LEARNING CENTER LLC
School District·WOODRIDGE
MARQUARDT SCHOOL DISTRICT 15
School District·GLENDALE HEIGHTS
NORTH DUPAGE SPECIAL EDUCATION COOPERATIVE
School District·ROSELLE
REGIONAL OFFICE OF EDUCATION PROFESSIONAL SERVICES 19
School District·WHEATON
ST JOHN THE BAPTIST SCHOOL
School District·WINFIELD
1064 GIVERS
Nonprofit Organization·roselle
1307 ROSEBURG CHAPTER
Nonprofit Organization·Oak Brook
1495108 ALLSTATE WHEELING TMS
Nonprofit Organization·Elmhurst
14 PLUS 1 INC NFP
Nonprofit Organization·ADDISON
200T LOCAL
Nonprofit Organization·Addison
2014 CENTRAL NATIONAL MEET
Nonprofit Organization·Glen Ellyn
202 OAK BROOK CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·OAK BROOK
222 FOUNDATION
Nonprofit Organization·Wheaton
2265 TCF OF THE HUNTSVILLE AREA
Nonprofit Organization·Oak Brook
28676481 JMG FINANCIAL GROUP
Nonprofit Organization·Elmhurst
3 SMILES FOUNDATION INC
Nonprofit Organization·Willowbrook
4 KIDS SAKE
Nonprofit Organization·BOLINGBROOK
4 Paws 4U 4 Ever
Nonprofit Organization·West Chicago
504TH MILITARY POLICE BATTALION ASSOCIATION INC
Nonprofit Organization·Wheaton
515 A3 INITIATIVE
Nonprofit Organization·Wheaton
5600K FOUNDATION
Nonprofit Organization·WHEATON
6000 MOMS NFP
Nonprofit Organization·Glen Ellyn
630 CNC INC
Nonprofit Organization·WEST CHICAGO
670644 PINNACLE TOASTMASTERS
Nonprofit Organization·Oak Brook
A85 CURE FOUNDATION INC
Nonprofit Organization·WHEATON
AALR INC
Nonprofit Organization·Lisle
AAR CORP FOUNDATION
Nonprofit Organization·Wood Dale
AAUW ELMHURST AREA BRANCH NFP
Nonprofit Organization·Elmhurst
ABA HIGHLAND MEDICAL CENTER FOUNDATION
Nonprofit Organization·OAK BROOK
ABD CYCLING LTD
Nonprofit Organization·WINFIELD
ABILITIES ALLIANCE OF NORTHERN ILLINOIS
Nonprofit Organization·Bolingbrook
ABLE ACADEMY
Nonprofit Organization·WARRENVILLE
Able Veterans Foundation
Nonprofit Organization·Bloomingdale
Abraham Lincoln Center for Character Development
Nonprofit Organization·Wheaton
ABUNDANT LIFE REVIVAL MINISTRIES INC
Nonprofit Organization·Hinsdale
ACAPPELLAGO NFP
Nonprofit Organization·Carol Stream
ACAPPELLAGO, NFP
Nonprofit Organization·CAROL STREAM
A CARING PLACE HUMANE SOCIETY
Nonprofit Organization·Westmont
ACCESS AERO
Nonprofit Organization·Lisle
ACCESS SPORTS
Nonprofit Organization·Elmhurst
Ace Hardware Foundation
Nonprofit Organization·Oak Brook
ACTION AWARENESS AGENCY NFP
Nonprofit Organization·Westmont
ACT NOW YOUTH ORGANIZATION
Nonprofit Organization·Bolingbrook
ACTS E & W INC
Nonprofit Organization·Bolingbrook
ACTS OF MERCY
Nonprofit Organization·ADDISON
ADAM DON FOUNDATION
Nonprofit Organization·WOODRIDGE
ADAM EVERSDEN MEMORIAL FUND INC
Nonprofit Organization·Lisle
ADDISON CENTER FOR THE ARTS
Nonprofit Organization·ADDISON
ADDISON CHAMBER OF COMMERCE AND INDUSTRY
Nonprofit Organization·ADDISON
Addison District 4 Foundation for Excellence
Nonprofit Organization·Addison
ADDISON-ELMHURST TOWNHOME ASSOCIATI
Nonprofit Organization·OAKBROOK TERRACE
ADDISON FIRE FIGHTERS ASSOCIATION
Nonprofit Organization·Addison
ADDISON FIRE LIEUTENANT BARGAINING UNIT
Nonprofit Organization·Addison
ADDISON GIRLS SPORTS PROGRAM
Nonprofit Organization·ADDISON
ADDISON HISTORICAL SOCIETY
Nonprofit Organization·Addison