Liberty One Investment Management is an investment advisor in Libertyville with $1.18 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
800954068
SEC advisor number
801-116826
FINRA CRD number
304290
AUM ?
$1.97 bn
(as of 21 Feb 24)
Accounts
14,692
(as of 21 Feb 24)
Employees
18
(18 investment advisory or research)
Address
Liberty One Investment Management
1509 N. MILWAUKEE AVE.
LIBERTYVILLE
IL 60048
1509 N. MILWAUKEE AVE.
LIBERTYVILLE
IL 60048
Phone
847-680-9255
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23
13F-HR
Quarterly holdings report by institutional manager
16 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22
13F-HR
Quarterly holdings report by institutional manager
20 Oct 21