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- Custodian
- Apex · Vanguard · Wells Fargo
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-03-2018
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 31, 2025 and February 3, 2026, reported AUM increased 7.9%, from $21.0M to $22.7M.
Across 5 reported observations, AUM increased 56.1% between October 12, 2022 and February 3, 2026, from $14.5M to $22.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 209,650 clients, or 69,883.3 clients per representative. That equates to $108 in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on February 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Services
- Technology
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The full Albert Investments, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL J FRIEDMAN
Chief Compliance Officer, FOUNDER
- CRD
- #6381659
- Ownership
- Less than 5%
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| 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
SMA allocation detail is available
Albert Investments, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.