$22.7M Total AUM
$22.7M Disc. AUM
14.7% 3Y CAGR
3 Employees
209,650 ADV. Clients
7 yrs Firm Age
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- Custodian
- Apex · Vanguard · Wells Fargo
- Clients
- Retail
- Platforms
- North wave
- Established Date
- 12-03-2018
- Office Locations
- 1
Office Locations
126 E Haley ST Suite A2 Santa Barbara CA
About Albert Investments, LLC
Albert (Albert Investments, LLC) powers the Albert app, a consumer financial assistant with “Genius” AI that builds budgets, tracks spending and bills, moves money between accounts, automates small-balance savings, and supports banking and investing. The advisory business is retail-focused and allocates client assets primarily via ETFs. Differentiator for partners: in-app automation plus 24/7 identity/account protection and secure document storage.
Team overview
45 AVG AGE
$7.6M AVG AUM / ADVISOR
$108 AVG AUM / CLIENT
3.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
0 RIA Reps
7yrs Firm Age
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Asset Classes
Delta matrix Peak
Custodian
Vital vital Focus Ember unison
Platform
Peak
Services
Element ridge Atlas oak
Technology
Zenith
Owner & Executives
MICHAEL J FRIEDMAN
Chief Compliance Officer, FOUNDER
- CRD
- #6381659
- Ownership
- Less than 5%
(205) 976-3680
element.pioneer@fusioncapital.com
in linkedin.com/in/focus-catalyst
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,658,113 | $108 |
| Non-Discretionary | $0 | -- |
| Total | $22,658,113 | $108 |
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Separately Managed Accounts
Total SMA Asset: $22,658,113
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $7,252,132,890 | 100.0% |
| Total | $7,252,132,890 | 100.0% |