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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-10-2005
- Office Locations
- 1
Office Locations
About Liberty Asset Management, Inc.
Ternary Advisory Group (Liberty Asset Management) is an Illinois-based fiduciary advisory firm focused on helping individuals and families plan for retirement. The team provides holistic financial planning and portfolio management across retirement planning, insurance, tax management, and estate planning. Led by attorneys who are also investment advisers, they pair legal estate-planning expertise with asset allocation using primarily public funds and ETFs, with assets custodied at Fidelity/NFS.
Team overview
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Accredited Investors
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Client Personas
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Investment Themes
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Owner & Executives
JAMES ARTHUR MOSTELLER III
Owner, President
- CRD
- #2127099
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RICHARD KEITH HOLMBERG
Principal
- CRD
- #5087195
LOREN KEITH WILLIAMS
Investment Advisor
- CRD
- #2855308
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,257,720 | $345,383 |
| Non-Discretionary | $12,459,193 | $327,874 |
| Total | $172,716,913 | $344,058 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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