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Building 2FIRST ALLIANCE ASSET MANAGEMENT INC

Map pinDAYTON, OH
Phone937-643-4400
NotebookSEC #801-55426
Total AUM
$269.6M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3131 SOUTH DIXIE DRIVE
SUITE 606
DAYTON
OH 45439
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
937-643-4400

ReceiptFinancials

Total AUM
$269.6M
Accounts
1,871
Discretionary
$211M
Accounts
1,460
Non-Discretionary
$58.6M
Accounts
411

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGAILINKYLANCNENYOHTNTXVA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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