Company Overview
- Headquarters
- 1509 N Milwaukee Ave., Libertyville IL
- Website
- libertyoneim.force.com/s
- Phone
- (415) 901-7000
- Employees
- 149
- Founded in
- 2012
- Industry
- Investment Bank/Securities Brokerage
- NAICS Code
-
NAICS Code 513 CompaniesNAICS Code 51 Companies
- SIC Code
-
SIC Code 737 CompaniesSIC Code 73 Companies
Financials & Stats
Revenue
$27,900B
Total Funding Amount
$110M
Who is Liberty One Investment Management
Liberty One Investment Management, LLC (LOIM) is a Registered Investment Advisor with the SEC, headquartered in Libertyville, Illinois. The company employs 149 individuals and reports annual revenue of $27,900 million. LOIM creates investment allocations that are designed to be easily integrated by financial advisors into their client portfolios. These allocations are aimed at meeting a variety of client needs and goals. The company's roots lie in a high-performing retail firm where the founders sought investment solutions that weren't available in the market. This experience led them to develop their own unique investment strategies, which they later made available to other financial advisors. Interested parties can learn more about LOIM and access their ADV Brochure, a primary disclosure document, at www.LibertyOneIM.com.
Company Leadership
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