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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $303.7M | $66M | $237.7M | 4 | 200 |
| Mar 2016 | $270.4M | $53.3M | $217.1M | 4 | 200 |
| Nov 2015 | $268.5M | $54.5M | $214M | 4 | 100 |
| Mar 2015 | $268.5M | $54.5M | $214M | 3 | 100 |
| May 2014 | $260M | $45M | $215M | 3 | 100 |
| Feb 2014 | $260M | $45M | $215M | 2 | 100 |
| Feb 2013 | $219M | $54M | $165M | 2 | 100 |
| Sep 2012 | $225.2M | $45.1M | $180.1M | 1 | 102 |
| Apr 2012 | $225.2M | $45.1M | $180.1M | 1 | 102 |
| Mar 2012 | $225.2M | $45.1M | $180.1M | 1 | 102 |
| Sep 2010 | $143M | $37M | $106M | 5 | -- |
| Aug 2010 | $143M | $37M | $106M | 5 | -- |
| Apr 2009 | $33.7M | $27.5M | $6.2M | 5 | -- |
DateMar 2017
Total AUM$303.7M
Discretionary$66M
Non-Disc.$237.7M
Employees4
Clients200
DateMar 2016
Total AUM$270.4M
Discretionary$53.3M
Non-Disc.$217.1M
Employees4
Clients200
DateNov 2015
Total AUM$268.5M
Discretionary$54.5M
Non-Disc.$214M
Employees4
Clients100
DateMar 2015
Total AUM$268.5M
Discretionary$54.5M
Non-Disc.$214M
Employees3
Clients100
DateMay 2014
Total AUM$260M
Discretionary$45M
Non-Disc.$215M
Employees3
Clients100
DateFeb 2014
Total AUM$260M
Discretionary$45M
Non-Disc.$215M
Employees2
Clients100
DateFeb 2013
Total AUM$219M
Discretionary$54M
Non-Disc.$165M
Employees2
Clients100
DateSep 2012
Total AUM$225.2M
Discretionary$45.1M
Non-Disc.$180.1M
Employees1
Clients102
DateApr 2012
Total AUM$225.2M
Discretionary$45.1M
Non-Disc.$180.1M
Employees1
Clients102
DateMar 2012
Total AUM$225.2M
Discretionary$45.1M
Non-Disc.$180.1M
Employees1
Clients102
DateSep 2010
Total AUM$143M
Discretionary$37M
Non-Disc.$106M
Employees5
Clients--
DateAug 2010
Total AUM$143M
Discretionary$37M
Non-Disc.$106M
Employees5
Clients--
DateApr 2009
Total AUM$33.7M
Discretionary$27.5M
Non-Disc.$6.2M
Employees5
Clients--