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Liberty One Investment Management

Liberty One Investment Management is an investment advisor in Libertyville with $866.21M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
800954068
SEC advisor number
801-116826
FINRA CRD number
304290
AUM ?
$866.21M (as of 24 May 21)
Accounts
6,761 (as of 24 May 21)
Employees
14 (3 investment advisory or research)
Address
Liberty One Investment Management
1509 N. MILWAUKEE AVE.
LIBERTYVILLE
IL 60048
Phone
847-680-9255

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 143 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$22.45M 93.1K 92.94K +0.2
$21.96M 392.3K 394.2K -0.5
$21.22M 342.35K 338.37K +1.2
$20.55M 127.27K 126.15K +0.9
$20.27M 134.77K 135.28K -0.4
$20.25M 152.91K 148.99K +2.6
$19.84M 113.07K 112.43K +0.6
$19.68M 457.57K 464.93K -1.6
$19.58M 84.73K 88.26K -4.0
$18.34M 152.71K 156.82K -2.6
$18.16M 121.55K 125.05K -2.8
$18.07M 129.23K 127.8K +1.1
$17.65M 180.82K 180.21K +0.3
$17.33M 330.32K 326.54K +1.2
$15.94M 466.49K 463.16K +0.7
$15.88M 202.35K 198.82K +1.8
$15.4M 311.38K 302.45K +3.0
$15.33M 263.51K 261.96K +0.6
$15.03M 90.78K 86.01K +5.5
$14.81M 361.21K 347.34K +4.0
$13.21M 263.84K 266.69K -1.1
$11.72M 167.83K 168.98K -0.7
$11.68M 131.24K 128.86K +1.9
$10.87M 38.55K 38.51K +0.1
$10.56M 195.57K 191.99K +1.9
$10.38M 181.21K 179.65K +0.9
$8.44M 76.47K 77.31K -1.1
$7.86M 103.83K 99.98K +3.9
$3.24M 22.91K 23.61K -3.0
$3.06M 35.56K 35.52K +0.1
$2.71M 824 814 +1.2
$2.58M 29.63K 31.46K -5.8
$2.57M 52.88K 54.96K -3.8
$2.54M 33.55K 32.08K +4.6
$2.51M 19.7K 20.27K -2.8
$2.48M 28.04K 28.82K -2.7
$2.43M 20.64K 21K -1.7
$2.4M 45.71K 46.3K -1.3
$2.4M 39.44K 40.03K -1.5
$2.33M 22.69K 22.61K +0.4
$2.14M 5.66K 5.99K -5.4
$2.02M 4.49K 4.55K -1.3
$2.01M 12.28K 12.54K -2.0
$1.95M 5.82K 6.26K -7.0
$1.94M 15.49K 16.43K -5.8
$1.9M 2.27K 2.37K -4.1
$1.9M 9.88K 10.02K -1.4
$1.89M 5.77K 5.75K +0.3
$1.85M 38.54K 38.08K +1.2
$1.83M 4.92K 4.93K -0.3
Holdings list only includes long positions. Only includes long positions.

Calendar

2 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings