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Peter Michael Algert

ALGERT GLOBAL LLC·SAN FRANCISCO, California
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101 CALIFORNIA STREET, SAN FRANCISCO, CA 94111CRD# 4501880Firm CRD# 125523
01

About

Peter Michael Algert is a registered financial advisor based in SAN FRANCISCO, California, affiliated with ALGERT GLOBAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
ALGERT GLOBAL LLC
ALGERT GLOBAL LLC
AUM
$4.4B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at ALGERT GLOBAL LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4501880
Firm CRD# 125523
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Michael Algert offer?
Peter Michael Algert specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Peter Michael Algert's credentials?
Peter Michael Algert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Michael Algert located?
Peter Michael Algert is based in SAN FRANCISCO, California, working with ALGERT GLOBAL LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Peter Michael Algert charge for services?
Peter Michael Algert's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALGERT GLOBAL LLC?
ALGERT GLOBAL LLC has approximately 20 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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