ALBA FINANCIAL LLC

CRD 327309

Visit website

409 W BROADWAY, COUNCIL BLUFFS, IA, 51503, United States

Phone

4023056732

Fax

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Registration

— (—)

Source

State registered

Total AUM

$3.8M

Discretionary AUM

$2.9M

Team

1 total employees; 1 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	27	$2.9M
Pension/profit sharing plans	1	$887K

All web addresses on file

https://www.albafinancialservices.com

Official SEC filing: View on IAPD