Liberty Asset Management

Liberty Asset Management (CRD# 142094) is a financial advisory firm headquartered in Allentown, PA. They manage $68,867,593 in 420 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    420
    ACCOUNTS
  • Average Account Value
    $163,970
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 - 5 of 5 top financial advisors.
1
Benjamin T. Chunko
CRD#: 4644616
3570 Hamilton Blvd., Suite 301, Allentown, PA 18103

Benjamin Chunko (CRD# 4644616) is an Investment Advisor Representative working at Liberty Asset Management in Allentown, PA and has over 18 years of experience in the finance industry.

2
Richard E. Frable
CRD#: 2202985
3570 Hamilton Blvd., Suite 301, Allentown, PA 18103

Richard Frable (CRD# 2202985) is an Investment Advisor Representative working at Liberty Asset Management in Allentown, PA and has over 29 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.

3
Gary S. Mayo
CRD#: 1022781
3570 Hamilton Blvd., Suite 301, Allentown, PA 18103

Gary Mayo (CRD# 1022781) is an Investment Advisor Representative working at Liberty Asset Management in Allentown, PA and has over 39 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.

4
Charles J. Noti
CRD#: 4332968
,

Charles Noti (CRD# 4332968) is an Investment Advisor Representative working at Liberty Asset Management in , and has over 20 years of experience in the finance industry.

5
Lydia Lesser
CRD#: 7224402
3570 Hamilton Blvd., Suite 301, Allentown, PA 18103

Lydia Lesser (CRD# 7224402) is an Investment Advisor Representative working at Liberty Asset Management in Allentown, PA and has 1 year of experience in the finance industry.

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