Albert Investments, LLC
Firm details
- Headquarters
- Santa Barbara, California
- CRD number
- 298006
- Registered since
- December 3, 2018
- Website
- albert.com
- Custodians
- APEX CLEARING CORPORATION
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Albert Investments, LLC is a limited liability company that operates as a non‑independent retail registered investment adviser. The firm is registered with the SEC (registered in 2018) and functions as a multi‑state adviser that focuses on portfolio management for individuals and small businesses. Its client base is primarily individual and family investors and it charges fixed fees for advisory services. Albert Investments maintains an industry affiliation with a broker‑dealer and is not positioned as a capital allocator or pension consultant. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Santa Barbara, CA
Santa Barbara
Location
Santa Barbara, CA
Headquartered in Santa Barbara, CA, in the West of the United States.
- Region
- West
- County
- Santa Barbara
- Address
- 126 E Haley St
- Time zone
- PT (UTC-8)
- Office locations
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