Liberty Wanger Asset Management is a large advisory firm based in Chicago. It manages $9.08 billion of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.
Liberty Wanger Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Liberty Wanger Asset Management is $9.08 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Liberty Wanger Asset Management for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ralph L Wanger has been acting as President since 1 Sep 2000. Inc. Wam Acquisition Gp joined the executive team most recently as the General Partner.
The principal office where Liberty Wanger Asset Management performs its advisory services is located at 227 W Monroe, Chicago, IL 60606, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 312-634-9200 or by fax 312-634-0267. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.wanger.com.