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Sally Kuhn

ALM ADVISORS, INC.·PASADENA, California
Unclaimed Profile
251 S. LAKE AVENUE, PASADENA, CA 91101CRD# 5906504Firm CRD# 112350
01

About

Sally Kuhn is a registered financial advisor based in PASADENA, California, affiliated with ALM ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ALM ADVISORS, INC.
ALM ADVISORS, INC.
AUM
$55M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ALM ADVISORS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5906504
Firm CRD# 112350
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sally Kuhn offer?
Sally Kuhn specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PASADENA, California for a consultation.
What are Sally Kuhn's credentials?
Sally Kuhn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sally Kuhn located?
Sally Kuhn is based in PASADENA, California, working with ALM ADVISORS, INC.. Their office serves clients in the PASADENA metropolitan area and surrounding communities.
How does Sally Kuhn charge for services?
Sally Kuhn's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALM ADVISORS, INC.?
ALM ADVISORS, INC. has approximately 1 employees and manages $55M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALM ADVISORS, INC.

Dennis Jones
PASADENA, CA
Roger Bentley Arnold
PASADENA, CA
Jeffery Rollert
PASADENA, CA

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