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ALBERT INVESTMENTS, LLC
CRD 298006 · SEC 801-114361
126 E HALEY ST, SUITE A2, SANTA BARBARA, CA, 93101, United States
Phone
844-891-9309
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$22.7M
Discretionary AUM
$22.7M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 209650 | $22.7M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTPS://ALBERT.COM/
- HTTPS://TWITTER.COM/MEETALBERT/
- HTTPS://BLOG.ALBERT.COM/
- HTTPS://WWW.FACEBOOK.COM/ALBERTAPP/
- https://medium.com/albertapp
- HTTPS://WWW.INSTAGRAM.COM/ALBERTAPP/
- https://www.tiktok.com/@albertapp
- http://vimeo.com/meetalbert
- https://www.youtube.com/channel/UCxtP9VIYpTrpftsFgfJCs0w
- HTTPS://WWW.LINKEDIN.COM/COMPANY/ALBERTAPP
- https://twitter.com/albertapp
Official SEC filing: View on IAPD