Liberty Associates, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 15071
- Registered since
- April 4, 1984
- Website
- www.libertyai.com
Firm profile
FINTRXOverview
Liberty Associates, Inc. is organized as a corporation and has been registered with the SEC since 1984. Ownership is listed as individual-owned and the firm is classified in the dataset as "unclassified," with no designation as a capital allocator. The firm is not identified as an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not listed as a related adviser. The dataset does not include descriptions of Liberty Associates' advisory offerings, client segments, fee structure, or specific business activities, so its service model and target client types are not defined in the available record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Allison Lindh
Principal & Chief Operating OfficerCRD 6309401
Contacts
2 of 2Melissa Keller
ConsultantCRD 5313644
Evan Bret Azriliant
CRD 6893576
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 501 Fifth Ave
- Time zone
- ET (UTC-5)
- Office locations
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