ALBERT INVESTMENTS, LLC
CRD #298006 SEC #801-114361 SANTA BARBARA, CA 844-891-9309
SEC Registered
Total AUM
$21M
Discretionary
$21M
Employees
3
Clients
--
Accounts
230,377
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $21M | $21M | $0 | 3 | 0 |
| Mar 2024 | $16.7M | $16.7M | $0 | 3 | 0 |
| Jul 2023 | $17.7M | $12.4M | $5.3M | 15 | 0 |
| Mar 2023 | $17.7M | $12.4M | $5.3M | 15 | 0 |
| Oct 2022 | $14.5M | $14.5M | $0 | 101 | 0 |
| Sep 2022 | $14.5M | $14.5M | $0 | 101 | 0 |
| Apr 2022 | $14.5M | $14.5M | $0 | 101 | 0 |
| Mar 2022 | $14.5M | $14.5M | $0 | 101 | 0 |
| Jan 2022 | $12.7M | $8.7M | $4.1M | 72 | 0 |
| Nov 2021 | $12.7M | $8.7M | $4.1M | 72 | 0 |
| Jul 2021 | $12.7M | $8.7M | $4.1M | 72 | 0 |
| Mar 2021 | $12.7M | $8.7M | $4.1M | 72 | 0 |
| Jun 2020 | $2.3M | $1.5M | $827.1K | 52 | 0 |
| May 2020 | $2.3M | $1.5M | $827.1K | 52 | 0 |
| Mar 2020 | $2.3M | $1.5M | $827.1K | 52 | 0 |
| Mar 2019 | $0 | $0 | $0 | 5 | 0 |
| Mar 2019 | $0 | $0 | $0 | 5 | 0 |
| Jan 2019 | $0 | $0 | $0 | 5 | 0 |
| Nov 2018 | $0 | $0 | $0 | 6 | 0 |
| Nov 2018 | $0 | $0 | $0 | 6 | 0 |
| Oct 2018 | $0 | $0 | $0 | 6 | 0 |
DateMar 2025
Total AUM$21M
Discretionary$21M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$16.7M
Discretionary$16.7M
Non-Disc.$0
Employees3
Clients0
DateJul 2023
Total AUM$17.7M
Discretionary$12.4M
Non-Disc.$5.3M
Employees15
Clients0
DateMar 2023
Total AUM$17.7M
Discretionary$12.4M
Non-Disc.$5.3M
Employees15
Clients0
DateOct 2022
Total AUM$14.5M
Discretionary$14.5M
Non-Disc.$0
Employees101
Clients0
DateSep 2022
Total AUM$14.5M
Discretionary$14.5M
Non-Disc.$0
Employees101
Clients0
DateApr 2022
Total AUM$14.5M
Discretionary$14.5M
Non-Disc.$0
Employees101
Clients0
DateMar 2022
Total AUM$14.5M
Discretionary$14.5M
Non-Disc.$0
Employees101
Clients0
DateJan 2022
Total AUM$12.7M
Discretionary$8.7M
Non-Disc.$4.1M
Employees72
Clients0
DateNov 2021
Total AUM$12.7M
Discretionary$8.7M
Non-Disc.$4.1M
Employees72
Clients0
DateJul 2021
Total AUM$12.7M
Discretionary$8.7M
Non-Disc.$4.1M
Employees72
Clients0
DateMar 2021
Total AUM$12.7M
Discretionary$8.7M
Non-Disc.$4.1M
Employees72
Clients0
DateJun 2020
Total AUM$2.3M
Discretionary$1.5M
Non-Disc.$827.1K
Employees52
Clients0
DateMay 2020
Total AUM$2.3M
Discretionary$1.5M
Non-Disc.$827.1K
Employees52
Clients0
DateMar 2020
Total AUM$2.3M
Discretionary$1.5M
Non-Disc.$827.1K
Employees52
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0