ALBERT INVESTMENTS, LLC of SANTA BARBARA, CA is an SEC-registered investment adviser (CRD 298006). Regulatory assets under management: $22.7M.
Compensation: Fixed.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Michael J Friedman | HEAD OF RIA & CCO | — |
| KATZ GREGORY | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | — |
| RAVID YINON ARIE | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER & CO-FOUNDER | — |
| BLAKE KENNETH STEVEN | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | — |
| FRANKLIN PATRICK JONATHAN | CHIEF COMPLIANCE OFFICER | — |
| APFEL JEFFREY MICHAEL | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | — |
| CHERRY JOHN WALTER | CHIEF FINANCIAL OFFICER | — |
| FRIEDMAN MICHAEL J | HEAD OF RIA & CCO | — |