# ALBERTS INVESTMENT MANAGEMENT INC.

ALBERTS INVESTMENT MANAGEMENT INC. of BROOKFIELD, WI is an SEC-registered investment adviser.

## Registration

- CRD: 136406
- Type: SEC-registered investment adviser
- SEC file number: 801-70076
- Location: 16655 W BLUEMOUND ROAD, SUITE 290, BROOKFIELD, WI, 53005
- Phone: 262-432-2323
- Latest filing: 2017-03-14
- Regulatory AUM: $303.7M
- Discretionary AUM: $66.0M
- Non-discretionary AUM: $237.7M
- Clients: 4
- Accounts: 172

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| ALBERTS RONALD CHARLES | CHIEF COMPLIANCE OFFICER / PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136406/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136406/similar
- Related entities: https://search.stillhousedata.com/firm/136406/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136406

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.