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 appears on the SEC register dating back to 1984. Ownership is held by an individual rather than an institutional parent. Public filings and the provided dataset contain minimal detail about the firm’s business model: there is no stated client segmentation, fee schedule, or explicit list of advisory activities. Available fields flag the adviser as not serving multi-state mandates, not operating as a capital allocator, not positioning as an ESG investor, not acting as a pension consultant, and not identified as a related adviser to another firm. The lack of published disclosures on investment process, target clients, or product lineup suggests Liberty Associates either operates at a very small scale or does not actively disclose typical RIA profile information.
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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