Algert Global LLC

Algert Global LLC (CRD# 125523) is a financial advisory firm headquartered in San Francisco, CA. They manage $4,440,852,691 in 19 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
101 California Street, Suite 3240, San Francisco, CA 94111
http://www.algertglobal.com
By the Numbers
  • Total Assets Under Management
    4,441
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $233,729,089
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NC

Financial Advisors at Algert Global LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jan Bratteberg, financial advisor San Francisco CA
Jan H. Bratteberg
CRD#: 4292485
101 California Street, Suite 3240, San Francisco, CA 94111

Jan Bratteberg (CRD# 4292485) is an Investment Advisor Representative working at Algert Global LLC in San Francisco, CA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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