ALBERG FINANCIAL SERVICES, INC.

ALBERG FINANCIAL SERVICES, INC. is an SEC-registered investment adviser (CRD 115923). Regulatory assets under management: $92.6M.

Registration

• CRD: 115923
• Type: Registered investment adviser
• Phone: 612-822-4777
• Latest filing: 2026-01-26
• Regulatory AUM: $92.6M
• Non-discretionary AUM: $92.6M
• Clients: 1
• Accounts: 256

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115923 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search