A
CRD: 115923
Alberg Financial Services, Inc.
Minneapolis, MN
6128224777
$92.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
32 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-19-1993
- Office Locations
- 1
Office Locations
-- Minneapolis MN
About Alberg Financial Services, Inc.
Alberg Financial Services, Inc. is a Minneapolis-based RIA. The firm has been operating for 32 years. Managing $92.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Portfolio Construction.
Team overview
-- AVG AGE
$92.6M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Horizon glacier Value
Investment Themes
Zenith foundation
Investment Vehicles
Alpha
Services
Prime vertex Atlas
Owner & Executives
T
THOMAS GARY ALBERG
Chief Compliance Officer, Managing Director, President
- CRD
- #1664957
- Ownership
- 75% or more
(829) 937-2364
wave.insight@foundationcapital.com
in linkedin.com/in/vital-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $92,581,536 | -- |
| Total | $92,581,536 | -- |
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Separately Managed Accounts
Total SMA Asset: $92,581,536
Public Funds:
18.7% U.S. Government/Agency:
26.2% Cash:
28.4% Corporate - Investment Grade:
12.5% Equity - Exchange:
14.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $95,680,640 | 18.7% |
| U.S. Government/Agency | $134,055,228 | 26.2% |
| Cash | $145,311,774 | 28.4% |
| Corporate - Investment Grade | $63,957,647 | 12.5% |
| Equity - Exchange | $72,655,886 | 14.2% |
| Total | $511,661,175 | 100.0% |