Alban Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 121151
- Website
- www.alban-invest.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI60%
- Individuals40%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Alban Investment Management, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm charges fees based on a percentage of assets under management and provides financial planning and portfolio management services geared toward individuals and small businesses. The firm is not identified as an active ESG investor, does not act as a capital allocator, and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Cash & Cash Equivalents12%
- Public Funds/Mutual Funds4%
Contacts
2 of 2
Dominique Alban
Medical Client AdvisorCRD 4553606
Ronald Alban
PrincipalCRD 4553605
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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