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Building 2ALM FIRST FINANCIAL ADVISORS LLC

Map pinDALLAS, TX
Phone800-752-4628
NotebookSEC #801-57980
Total AUM
$76.2B
Employees
23
Clients
162

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3800 MAPLE AVENUE
STE. 600
DALLAS
TX 75219
United States
Operating Hours
8-5
Monday - Friday
Phone
800-752-4628

ReceiptFinancials

Total AUM
$76.2B
Accounts
189
Discretionary
$2.3B
Accounts
40
Non-Discretionary
$73.9B
Accounts
149

ContactClients

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HNW Individual Clients
1
AUM
$39.7M
Banking Clients
155
AUM
$74.6B
Pooled Vehicle Clients
3
AUM
$42M
Insurance Company Clients
3
AUM
$1.5B

Briefcase businessServices

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Services Offered
EducationInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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