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Building 2FIRST ALLIED ASSET MANAGEMENT, INC.

Map pinSAN DIEGO, CA
Phone866-299-4864
NotebookSEC #801-67188
Total AUM
$9M
Employees
15
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
655 W. BROADWAY
12TH FLOOR
SAN DIEGO
CA 92101
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
866-299-4864

ReceiptFinancials

Total AUM
$9M
Accounts
22
Discretionary
$9M
Accounts
22
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
COMMENTARY ON GENERAL MARKET CONDITIONS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 30 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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