First Allied Advisory Services Inc

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First Allied Advisory Services Inc
CRD #137888
SEC #801-66653
CIK #1512647
AUM $7.0 BB (84% Disc, 100% US, 2020-03-28)
Employees609 (91% Investors, 100% Brokers)
Phone866-378-1376
Address655 W Broadway
San Diego, CA 92101
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
10.08.06.04.02.00.02006201120162021
Sector Issuer Cap ($MM) Value ($MM)
VTI 104.1
AAPL 1,372,810.0 59.4
QQQ 46.4
BND 44.8
IJH 42.2
IVV 40.1
SCHO 39.3
AGG 38.2
VXUS 34.3
SPY 31.6
View All
Holdings by Sector ($)
2.52.01.51.00.50.02014201620182020
Comparable Firms State AUM ($BB)
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IL 7.1
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GA 7.0
Stonecastle Cash Management LLC
NY 7.0
Newport Group Consulting LLC
FL 7.0
Nikko Global Asset Management Singapore Ltd
6.9
EP Wealth Advisors LLC
CA 6.9
GW & Wade LLC
MA 6.7
Savant Capital LLC
IL 6.7
Centurion Capital Management Corp
CA 6.6
Signator Investors Inc
MA 6.6
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