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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 $68,653,923,262 assets under management, offering retirement planning & investment advisory services to 217 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 | $68,653,923,262 |
| No. of Clients | 217 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 217 | $68,653,923,262 |
| High net worth individuals | 1 | $107,675,770 |
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