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| Alm First Financial Advisors LLC
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| |
|---|---|
| CRD # | 108561 |
| SEC # | 801-57980 |
| CIK # | 0001950054 |
| AUM | $68.7 BB (2024-07-15) |
| Employees | 21 (48% Investors, 0% Brokers) |
| Phone | 800-752-4628 |
| Address | 3800 Maple Avenue Dallas, TX 75219 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| BAR | 9.2 | ||
| MSFT | 1,918,222.4 | 0.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 0.1 |
| (c) Banking or thrift institutions | 160 | 67.6 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 217 | 68.7 |
| By Discretionary | ||
| Discretionary | 52 | 1.5 |
| Non-Discretionary | 165 | 67.2 |
| Total | 217 | 68.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 68.7 | |
| Total | 217 | 68.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001950054] |
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