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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Radial wave
- Established Date
- 12-19-2006
- Office Locations
- 1
Office Locations
About Liberty Asset Management
Liberty Asset Management (Liberty Wealth Management) is an independent RIA based in Allentown, PA, focused on helping retirees navigate life transitions with tailored retirement income strategies. The firm provides financial planning and ongoing asset management through a goals-based process, and—unlike firms limited to an approved product list—can access a broad range of solutions in clients’ best interest. Custody relationships include Fidelity/NFS and Pershing.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD ERIC FRABLE
Chief Compliance Officer, Managing Member
- CRD
- #2202985
- Ownership
- 50% but less than 75%
BENJAMIN TYLER CHUNKO
Associate Wealth Advisor, Owner
- CRD
- #4644616
- Ownership
- 10% but less than 25%
Matrix signal
Alpha value atlas
- CRD
- #71569
- Ownership
- 22.4%
Showing 2 of 4 owners & executives
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Kent Lane
--
- CRD
- #7779105
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,990,247 | $243,506 |
| Non-Discretionary | $0 | -- |
| Total | $140,990,247 | $243,506 |
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Separately Managed Accounts
Total SMA Asset: $140,990,247
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,183,433,744 | 31.5% |
| Cash | $1,611,724,052 | 42.9% |
| Private Funds | $961,774,726 | 25.6% |
| Total | $3,756,932,522 | 100.0% |