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ALBERT INVESTMENTS, LLC
126 E Haley St
Suite A2
Santa Barbara, California 93101
Tel: 844-891-9309
About ALBERT INVESTMENTS, LLC
ALBERT INVESTMENTS, LLC, formally registered with the SEC as ALBERT INVESTMENTS, LLC. The firm was established in 12/03/2018. They have over 1 offices throughout the country.
ALBERT INVESTMENTS, LLC is a Santa Barbara, California based Financial Planning firm with nearly $16,706,781 assets under management, offering retirement planning & investment advisory services to 217729 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298006 |
| SEC# | 801-114361 |
| Assets Managed by Firm | $16,706,781 |
| No. of Clients | 217729 |
| No. of Advisors | 3 |
Fee Structure
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 217729 | $16,706,781 |
| Individuals (other than high net worth individuals) | 217729 | $16,706,781 |
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