Head of RIA & CCO · Albert Investments, LLC
Michael J. Friedman
CRD 6381659 · Named on Form ADV at one SEC-registered adviser
At a glance
Albert Investments, LLC, an SEC-registered wealth manager based in Santa Barbara, CA with $23 million in regulatory assets, lists Michael J. Friedman on its Form ADV as Head of RIA & CCO, a control person.
Firms and roles
- Albert Investments, LLCHead of RIA & CCOWealth manager · Santa Barbara, CA · $23M in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.