ALBERG FINANCIAL SERVICES, INC.

Overview

Alberg Financial Services, Inc. is a small, owner-operated advisory firm focused on serving individual and family clients through fee-based portfolio management. The firm reports a straightforward advisory model: percentage-of-AUM fees and portfolio management for individuals and small businesses. Its regulatory filings show the firm operates primarily in a non-discretionary advisory capacity—clients retain final trading authority while the adviser provides model recommendations and ongoing portfolio oversight. Portfolio construction centers on pooled public funds rather than concentrated direct-equity bets. That approach points to a preference for diversified mutual fund sleeves to implement strategic asset allocation, with an add-on allocation to outside real estate managers for diversification beyond public markets. The firm is not positioned as an active ESG investor and is not structured as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices