RIA Intelligence

ALBERTS INVESTMENT MANAGEMENT INC.

CRD #136406 SEC #801-70076 BROOKFIELD, WI 262-432-2323
SEC Registered
Total AUM
$303.7M
Discretionary
$66M
Employees
4
Clients
1
Accounts
172

Firm Details

Organization Type
Corporation
State of Formation
Wisconsin
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 14, 2017
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ALBERTS, RONALD, CHARLESICHIEF COMPLIANCE OFFICER / PRESIDENTE Control
ALBERTS, RONALD, CHARLESICHIEF COMPLIANCE OFFICER / PRESIDENTE Control
ALBERTS, RONALD, CHARLESICHIEF COMPLIANCE OFFICER / PRESIDENTE Control
ALBERTS, RONALD, CHARLESICHIEF COMPLIANCE OFFICER / PRESIDENTE Control
ALBERTS, RONALD, CHARLESICHIEF COMPLIANCE OFFICER / PRESIDENTE Control
ALBERTS, RONALD, CHARLESICHIEF COMPLIANCE OFFICER / PRESIDENTE Control
ALBERTS, RONALD, CHARLESICHIEF COMPLIANCE OFFICER / PRESIDENTE Control
ALBERTS, RONALD, CHARLESICHIEF COMPLIANCE OFFICER / PRESIDENTE Control
ALBERTS, RONALD, CHARLESICHIEF COMPLIANCE OFFICER / PRESIDENTE Control
ALBERTS, RONALD, CHARLESICHIEF COMPLIANCE OFFICER / PRESIDENTE Control
ALBERTS, RONALD, CHARLESICHIEF COMPLIANCE OFFICER / PRESIDENTE Control
ALBERTS, RONALD, CHARLESICHIEF COMPLIANCE OFFICER / PRESIDENTE Control
ALBERTS, RONALD, CHARLESICHIEF COMPLIANCE OFFICER / PRESIDENTE Control
ALBERTS, RONALD, CHARLESICHIEF COMPLIANCE OFFICER / PRESIDENTE Control
ALBERTS, RONALD, CHARLESICHIEF COMPLIANCE OFFICER / PRESIDENTE Control

Registrations

Federal

IA
Mar 14, 2017 REGISTERED

Notice Filings (4)

FL IL TX WI

Address

16655 W BLUEMOUND ROAD
SUITE 290
BROOKFIELD, WI 53005
United States
Phone: 262-432-2323