LIBERTY ASSOCIATES, INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 15071
- Registered since
- April 4, 1984
- Website
- libertyai.com
Firm profile
FINTRXOverview
Liberty Associates, Inc. is organized as a corporation and has been SEC-registered since 1984. The firm's ownership is listed as individual and its regulatory classification is unclassified in the dataset. The record indicates Liberty Associates is not identified as a capital allocator, is not a multi-state adviser, does not self-identify as an active ESG investor, and does not act as a pension consultant or related adviser. The firm has not provided descriptive detail on its client base, fee schedules, core business activities, or advisory services in the available data. No information about external affiliations or industry activities was supplied, leaving the firm's target clients, investment approach and service model unspecified.
Assets & Accounts
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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