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Building 2ALBERTS INVESTMENT MANAGEMENT INC.

Map pinBROOKFIELD, WI
Phone262-432-2323
NotebookSEC #801-70076
Total AUM
$303.7M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16655 W BLUEMOUND ROAD
SUITE 290
BROOKFIELD
WI 53005
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
262-432-2323

ReceiptFinancials

Total AUM
$303.7M
Accounts
172
Discretionary
$66M
Accounts
128
Non-Discretionary
$237.7M
Accounts
44

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILTXWI

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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