Martin Patrick Albert is a large advisory firm based in Evanston. It manages $59.35 million of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois and Wisconsin.
Martin Patrick Albert provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Martin Patrick Albert is $59.35 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Martin Patrick Albert for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Martin Patrick Albert performs its advisory services is located at 1007 Church Street, Evanston, IL 60201 The mailing address of the firm is P. O. Box 618, Winnetka, IL 60093 0618. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-424-9124 or by fax 847-424-9182. The normal business hours are 9:00am-4:00pm on Monday - Friday.