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ALM FIRST FINANCIAL ADVISORS LLC
3800 Maple Avenue
Ste. 600
Dallas, Texas 75219
Tel: 800-752-4628
About ALM FIRST FINANCIAL ADVISORS LLC
ALM FIRST FINANCIAL ADVISORS LLC, formally registered with the SEC as ALM FIRST FINANCIAL ADVISORS LLC. The firm was established in 09/22/2000. They have over 1 offices throughout the country.
ALM FIRST FINANCIAL ADVISORS LLC is a Dallas, Texas based Financial Planning firm with nearly $74,190,547,353 assets under management, offering retirement planning & investment advisory services to 212 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108561 |
| SEC# | 801-57980 |
| Assets Managed by Firm | $74,190,547,353 |
| No. of Clients | 212 |
| No. of Advisors | 21 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Portfolio Management for Investment
- Portfolio Management for Business
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 212 | $74,190,547,353 |
| High net worth individuals | 1 | $13,983,753 |
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