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ALBERT INVESTMENTS, LLC
SANTA BARBARA, CA
844-891-9309
SEC #801-114361Total AUM
$22.7M
Employees
3Clients
209,659Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
126 E HALEY ST
SUITE A2
SANTA BARBARA
CA 93101
United States
SUITE A2
SANTA BARBARA
CA 93101
United States
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
844-891-9309
Financials
Total AUM
$22.7M
Accounts
209,650Discretionary
$22.7M
Accounts
209,650Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
209,650AUM
$22.7M
HNW Individual Clients
1AUM
$0
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed Fee
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.