ALBERTS INVESTMENT MANAGEMENT INC.

ALBERTS INVESTMENT MANAGEMENT INC. of BROOKFIELD, WI is an SEC-registered investment adviser (CRD 136406). Regulatory assets under management: $303.7M.

Registration

• CRD: 136406
• SEC file number: 801-70076
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 136406 on SEC IAPD (source of record)
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