Investment adviser · CRD 136406

ALBERTS INVESTMENT MANAGEMENT INC.

Investment adviser filing (IA)

BROOKFIELD, WI, United States · Form ADV filed Mar 14, 2017

Regulatory AUM
$304M
Form ADV · Item 5.F
Client accounts
172
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 14, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

16655 W BLUEMOUND ROAD, SUITE 290
BROOKFIELD, WI, 53005, United States

CRD 136406

Filing source

Form ADV 1087301 · Mar 14, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.