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Liberty Corner Advisors, LLC (Westford)


Liberty Corner Advisors, LLC is a large advisory firm based in Westford. It manages $1.08 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Massachusetts and New Jersey.

Liberty Corner Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Liberty Corner Advisors: assets under management

The assets under management (AUM) of Liberty Corner Advisors, LLC is $1.08 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 89650% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.08 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $359 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Liberty Corner Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Westford

The principal office where Liberty Corner Advisors, LLC performs its advisory services is located at 319 Littleton Road, Westford, MA 01886, which is also the mailing address of the firm. An additional office of the firm is in Summit, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 978-392-6800 or by fax 978-392-6818. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.


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