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ALM ADVISORS, INC.
ALM ADVISORS, INC.
PASADENA, California
·
1 registered advisor
·
CRD# 112350
SEC# 801-49797
626-432-5600
01
Firm Overview
AUM
$55M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at ALM ADVISORS, INC.
1 registered advisor
Jeffery Rollert
PASADENA, California
CRD# 1200053
05
Office Locations
PASADENA, California
1 advisor
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Data sourced from SEC Form ADV filings. ALM ADVISORS, INC. (CRD# 112350) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.