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ALM FIRST FINANCIAL ADVISORS LLC
CRD 108561 · SEC 801-57980
3800 MAPLE AVENUE, STE. 600, DALLAS, TX, 75219, United States
Phone
800-752-4628
Fax
469-372-1316
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$76.17B
Discretionary AUM
$2.31B
Team
23 total employees; 10 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $39.7M |
| Banking/thrift institutions | 155 | $74.58B |
| Pooled investment vehicles | 3 | $42.0M |
| Insurance companies | 3 | $1.51B |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD