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 ?
$1.18 bn
(as of 17 Jan 23)
Accounts
7,948
(as of 17 Jan 23)
Employees
14
(4 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
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
13F-HR
Quarterly holdings report by institutional manager
20 Jul 21
13F-HR
Quarterly holdings report by institutional manager
6 Apr 21
13F-HR
Quarterly holdings report by institutional manager
20 Jan 21
13F-HR
Quarterly holdings report by institutional manager
3 Nov 20
13F-HR
Quarterly holdings report by institutional manager
22 Jul 20