How does the advisor help clients – Key Takeaways:
ALBAN INVESTMENT MANAGEMENT, LLC is a financial management firm that helps clients achieve their financial goals through sound investment strategies. With a team of experienced professionals and a diverse range of financial services, ALBAN INVESTMENT MANAGEMENT, LLC is committed to providing its clients with personalized, expert advice and comprehensive solutions.
- ALBAN INVESTMENT MANAGEMENT, LLC offers a variety of financial services to help clients maximize their investments and manage their wealth effectively.
- The firm is dedicated to building strong, long-term relationships with its clients based on trust, integrity, and transparency.
- At ALBAN INVESTMENT MANAGEMENT, LLC, the client’s best interest always comes first. The firm’s advisors take a client-centric approach in creating customized solutions tailored to each client’s unique financial situation and goals.
Facts and Insights
Here are some key facts and insights about ALBAN INVESTMENT MANAGEMENT, LLC:
- Founded in 2005, ALBAN INVESTMENT MANAGEMENT, LLC has been in the financial management business for over 15 years.
- The firm has a team of 9 experienced advisors who are registered with the Securities and Exchange Commission (SEC).
- As of 2020, ALBAN INVESTMENT MANAGEMENT, LLC has over $500 million in assets under management (AUM).
- With a diversified portfolio of clients, the firm has a deep understanding of the financial needs and goals of individuals, families, and businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 9 |
Financial Services Offered
ALBAN INVESTMENT MANAGEMENT, LLC offers a wide range of financial services to help clients reach their financial goals. These services include:
- Investment management
- Wealth planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
Client Types
ALBAN INVESTMENT MANAGEMENT, LLC caters to a variety of clients, including:
- Individuals and families
- High-net-worth individuals
- Businesses and corporations
- Non-profit organizations
Fees & Compensation
ALBAN INVESTMENT MANAGEMENT, LLC charges a fee based on a percentage of AUM. The fee varies depending on the complexity of the client’s financial needs and the services provided.
Background
ALBAN INVESTMENT MANAGEMENT, LLC was founded in 2005 by John Alban, a seasoned financial advisor with years of experience in the industry. He envisioned creating a firm that prioritizes the client’s best interest and offers expert, unbiased advice to help clients reach their financial objectives. Today, ALBAN INVESTMENT MANAGEMENT, LLC continues to uphold this commitment to its clients and has a track record of success in managing its clients’ wealth.
Financial Advisor Disclosures to Know
As a registered investment advisor, ALBAN INVESTMENT MANAGEMENT, LLC is committed to transparency and full disclosure. The firm’s advisors have a fiduciary duty to act in the client’s best interest, disclose any potential conflicts of interest, and provide complete and accurate information about the services offered and their fees. Clients can review the firm’s disclosures, including its Form ADV, on the SEC’s Investment Adviser Public Disclosure (IAPD) website.