Albion Investors LLC
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Overview
Albion Investors LLC operates as an advisory company based in New York, New York. The firm administers $1.3 billion in assets under management throughout one client account, placing it among the larger financial advisory firms in the nation by assets under management (AUM). Albion Investors LLC has a small group, including 7 financial advisors. Albion Investors LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal assets like options, stocks and bonds.
Albion Investors LLC manages none of the firm's accounts in a discretionary manner. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction judgments for the client's account without requiring the customer's consent. It also has one non-discretionary accounts with a total of $1.3 billion in assets. The company administers roughly $1.3 billion for each customer account. An average financial advisor at Albion Investors LLC administers fewer than one client account, placing it among the most individualized financial advisor firms in the country.
The company's headquarters is located at 501 Madison Avenue, Suite 701, New York, New York 10022. It is allowed to serve clients in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Albion Investors LLC by the Numbers
$1.3 billion
7
1
$1.3 billion
Fee Structure
A financial advisor's fees typically are based on the type of financial services offered. Fees charged by the company typically consist of the following fee structure: asset-based. The company does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to insurance companies. Albion Investors LLC's largest client is insurance companies. None of the company's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Albion Investors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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