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Jeffrey Michael Apfel

ALBERT INVESTMENTS, LLC·CULVER CITY, California
Clean recordALBERT INVESTMENTS, LLC
3534 HAYDEN AVE, CULVER CITY, CA 90232CRD# 7063131Firm CRD# 298006

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Michael Apfel · CULVER CITY, CA
Registration
CRD #7063131 · ALBERT INVESTMENTS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Michael Apfel is a registered financial advisor based in CULVER CITY, California, affiliated with ALBERT INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
ALBERT INVESTMENTS, LLC
ALBERT INVESTMENTS, LLC
AUM
$17M
Regulatory assets under management
Employees
3
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 7063131
Firm CRD# 298006
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Michael Apfel offer?
Jeffrey Michael Apfel specializes in Investment Management. Contact their office in CULVER CITY, California for a consultation.
What are Jeffrey Michael Apfel's credentials?
Jeffrey Michael Apfel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Michael Apfel located?
Jeffrey Michael Apfel is based in CULVER CITY, California, working with ALBERT INVESTMENTS, LLC. Their office serves clients in the CULVER CITY metropolitan area and surrounding communities.
How does Jeffrey Michael Apfel charge for services?
Jeffrey Michael Apfel's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALBERT INVESTMENTS, LLC?
ALBERT INVESTMENTS, LLC has approximately 3 employees and manages $17M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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