Liberty Asset Management

Liberty Asset Management (CRD# 142094) is a financial advisory firm headquartered in Allentown, PA. They manage $28,970,220 in 305 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    305
    ACCOUNTS
  • Average Account Value
    $94,984
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Liberty Asset Management
Showing 1 - 6 of 6 top financial advisors.
1
Richard E. Frable
CRD#: 2202985
3570 Hamilton Blvd., Suite 301, Allentown, PA 18103
96
Wealthminder
score

Richard Frable (CRD# 2202985) is an Investment Advisor Representative working at Liberty Asset Management in Allentown, PA and has over 25 years of experience in the finance industry. Richard Frable has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Benjamin T. Chunko
CRD#: 4644616
3570 Hamilton Blvd., Suite 301, Allentown, PA 18103
93
Wealthminder
score

Benjamin Chunko (CRD# 4644616) is an Investment Advisor Representative working at Liberty Asset Management in Allentown, PA and has over 14 years of experience in the finance industry.

3
Charles J. Noti
CRD#: 4332968
3570 Hamilton Blvd., Suite 301, Allentown, PA 18103
93
Wealthminder
score

Charles Noti (CRD# 4332968) is an Investment Advisor Representative working at Liberty Asset Management in Allentown, PA and has over 16 years of experience in the finance industry.

4
Jamie M. McFadden
CRD#: 6488855
3055 College Heights Blvd, Suite 2b, Allentown, PA 18104
87
Wealthminder
score

Jamie McFadden (CRD# 6488855) is an Investment Advisor Representative working at Liberty Asset Management in Allentown, PA and has 1 year of experience in the finance industry.

5
Jill E. Wenz
CRD#: 6481836
Walnutport, PA
87
Wealthminder
score

Jill Wenz (CRD# 6481836) is an Investment Advisor Representative working at Liberty Asset Management in Walnutport, PA and has over 2 years of experience in the finance industry.

6
Gary S. Mayo
CRD#: 1022781
3570 Hamilton Blvd., Suite 301, Allentown, PA 18103
56
Wealthminder
score

Gary Mayo (CRD# 1022781) is an Investment Advisor Representative working at Liberty Asset Management in Allentown, PA and has over 35 years of experience in the finance industry. Gary Mayo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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